Capital Investment Advisory Services, LLC
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About this Advisor
Carlton Blanton is a certified financial planner in Raleigh, North Carolina. Currently a registered financial advisor with Capital Investment Advisory Services, LLC, they have gathered 18 years of practice as a registered investment advisor. Blanton maintains a Series 63 license, qualifying them as a securities agent. Blanton is able to work with investors in North Carolina. Blanton has spent their career at Capital Investment Advisory Services, LLC. Capital Investment Advisory Services, LLC is based out of Raleigh, North Carolina, and has 39 other offices in the country. As a company, Capital Investment Advisory Services, LLC oversees $532 million in assets throughout 3,454 client accounts and employs more than 111 people. The amount of assets the firm manages places it among the larger financial advisory firms in the nation. The firm manages 3,423 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the advisory firm's 3,454 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Capital Investment Advisory Services, LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Capital Investment Advisory Services, LLC Brokerage Details
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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
Carlton Blanton Work History
Carlton has 18 years of experience.
Capital Investment Group, Inc
Carlton Blanton has no disclosures.
Please visit their SEC profile for more details.