Andrew
Rader

Capital Investment Advisory Services, LLC

CRD#6110495
Investment Advisor
in Hickory, NC

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About this Advisor

Andrew Rader is a certified financial planner working in Hickory, North Carolina, with 11 years of experience as a financial advisor. Rader is an advisor for Capital Investment Advisory Services, LLC. Over the course of their career, Rader has held roles at Capital Investment Group, Inc, Mumy Financial Advisors, LLC, George'S On The Lake, Appalachian State University, Packerland Brokerage Services, Pnc Investments, Capital Investment Advisory Services, LLC and New Horizon Financial Group. Rader has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in North Carolina. Capital Investment Advisory Services, LLC is a registered investment business headquartered in Hickory, North Carolina. The investment advisory business has offices in 39 locations and a total of 115 financial advisors. It controls $977 million in total assets across its 5,205 customer accounts, making it one of the bigger firms in the United States by assets under management. The firm serves one charities and foundations. Of its 5,205 customer accounts, just 5% belong to high-net-worth individuals who have at least $1 million in assets. Capital Investment Advisory Services, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules usually depend on the services offered. However, fee types billed by Capital Investment Advisory Services, LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

200 First Avenue Nw Ste 303
Hickory, NC 28601

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Capital Investment Advisory Services, LLC Brokerage Details

Total Assets Under Management

$976,720,218

NC Average: $3,625,019,099
Total Number of Employees

115

NC Average: 22
Total Number of Accounts

5,205

NC Average: 1,917
Average Account Size

$187,650

NC Average: $1,890,985

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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

Andrew Rader Work History

Andrew has 11 years of experience.

2019 - Present (2 years)

Capital Investment Group, Inc

2016 - Present (5 years)

Capital Investment Advisory Services, LLC

2016 - 2017 (1 year)

Capital Investment Group, Inc

2014 - 2014 (< 1 year)

Packerland Brokerage Services

2014 - 2016 (2 years)

Pnc Investments

2014 - 2014 (< 1 year)

New Horizon Financial Group

2012 - 2014 (2 years)

Capital Investment Group, Inc

2012 - 2014 (2 years)

Mumy Financial Advisors, LLC

2009 - 2012 (3 years)

George'S On The Lake

2009 - 2011 (2 years)

Appalachian State University

Disclosures

Andrew Rader has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Capital Investment Advisory Services, LLC

Scott Bass
Rincon, GA
Cecil Creasy
Raleigh, NC
Jerry Payne
Raleigh, NC
Jack Russell
Atlanta, GA
Daniel Shive
Raleigh, NC
Hugh Hale
Raleigh, NC
Lauren Marks
Rincon, GA
Arch Decastrique
Raleigh, NC

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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