AS
AS

Amelia Kathleen Senecal

2 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
106 advisors
Number of Clients
5,673 clients
Average Client Portfolio
$340K average
Assets Under Management
$1.9B

Fee Structure

Minimum Annual Fee:$500
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Location

100 E. Six Forks Road, Suite 200, Raleigh, NC, 27609

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Amelia is a fixed annuity and life insurance agent with Vision Financial Group since 2022, dedicating about a quarter of her time to this role. She also sells used clothing on Poshmark, spending a few hours per week on this activity.

Employment History
Current Registrations
Capital Investment Advisory Services, LLC
January 2025 - Present · 1 yr 1 mo
Capital Investment Group, INC.Broker
July 2023 - Present · 2 yrs 7 mos
State Registrations1 state
GA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.