Rachel
Griffin
Capital Investment Advisory Services, LLC
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About this Advisor
Rachel Griffin is a financial advisor based in Rincon, Georgia, working with Capital Investment Advisory Services, LLC. Rachel has previously held positions at Capital Investment Advisory Services, LLC, Vision Financial, Stella, YMCA, Firehouse, Effingham County High School, and Georgia Southern University. Rachel has passed the Series 65 regulatory exam and is registered to provide services in Georgia. Currently, Rachel is part of Capital Investment Advisory Services, LLC, which operates out of Rincon, Georgia. The firm has 39 offices and 106 employees. The firm manages assets totaling $2.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Capital Investment Advisory Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capital Investment Advisory Services, LLC Brokerage Details
$1,965,083,259
106
8,913
$220,474
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Rachel Griffin Work History
Capital Investment Advisory Services, LLC
Vision Financial
Stella
Georgia Southern University
Firehouse
Ymca
Effingham County High School
Disclosures
Please visit the SEC profile of Rachel Griffin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capital Investment Advisory Services, LLC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Rincon, GA
Raleigh, NC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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