Capital Investment Advisory Services, LLC
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About this Advisor
Craig Mcdaniel is a certified financial planner who works in Raleigh, North Carolina. Currently a registered advisor at Capital Investment Advisory Services, LLC, Mcdaniel has 14 years of professional experience in the financial advisory industry. Mcdaniel maintains a Series 63 license, qualifying the advisor as a securities representative. Mcdaniel can serve investors in South Carolina. Their career trajectory has included roles at Capital Investment Group, Inc and Cic Advisers, LLC. Capital Investment Advisory Services, LLC is located in Raleigh, North Carolina, and has 39 additional offices throughout the country. In total, Capital Investment Advisory Services, LLC oversees $532 million in assets across 3,454 client accounts and retains more than 111 people. The amount of assets the firm manages places it among the larger financial advisory firms in the country. The firm manages 3,423 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisory firm's 3,454 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. 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
Craig Mcdaniel Work History
Craig has 14 years of experience.
Capital Investment Group, Inc
Cic Advisers, LLC
Craig Mcdaniel has disclosures.
Please visit their SEC profile for more details.