Bowman
Nicholson

Capital Investment Advisory Services, LLC

CRD#6050450
Investment Advisor
in Raleigh, NC
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About this Advisor

Bowman Nicholson is a certified financial planner based out of Raleigh, North Carolina, who has been in the financial industry for 12 years. Nicholson is on the advisory team at Capital Investment Advisory Services, LLC. Throughout their career, Nicholson has worked at Capital Investment Companies, Merrill Lynch, Pierce, Fenner And Smith Inc, Mama'S Love, University Of Georgia, Bank Of America, N.A, Capital Investment Group, Inc and Capital Investment Advisory Services, LLC. Nicholson maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in North Carolina. Capital Investment Advisory Services, LLC is a company that has its headquarters in Raleigh, North Carolina. The firm has offices in 39 locations and a total of 111 people on staff. It oversees $532 million in assets across its 3,454 accounts, placing it among the larger firms in the nation by assets under management. Capital Investment Advisory Services, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice typically vary depending on the type of services offered. However, fees billed by Capital Investment Advisory Services, LLC likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 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

211 E. Six Forks Road Ste 118
Raleigh, NC 27609

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Capital Investment Advisory Services, LLC Brokerage Details

Total Assets Under Management

$639,138,364

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

105

NC Average: 22
Total Number of Accounts

4,361

NC Average: 1,917
Average Account Size

$146,558

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

Bowman Nicholson Work History

Bowman has 12 years of experience.

2016 - Present (3 years)

Capital Investment Group, Inc

2016 - Present (3 years)

Capital Investment Advisory Services, LLC

2012 - 2016 (4 years)

Merrill Lynch, Pierce, Fenner And Smith Inc

2012 - 2016 (4 years)

Bank Of America, N.A

2009 - 2011 (2 years)

Mama'S Love

2006 - 2012 (6 years)

Capital Investment Companies

2006 - 2010 (4 years)

University Of Georgia

Disclosures

Bowman Nicholson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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