Jeffery
Hanna
Capital Investment Advisory Services, LLC
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About this Advisor
Jeffery Hanna is a financial advisor based in Raleigh, North Carolina, working with Capital Investment Advisory Services, LLC. Jeffery has previously held positions at Sammons Financial Network, Triad Advisors, Inc, Vining Financial Services, Wealth & Pension Services Group, Inc, Way Financial Group, Capital Investment Group Inc, and Capital Investment Advisory Services LLC. Jeffery has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, Jeffery is part of Capital Investment Advisory Services, LLC, which operates out of Raleigh, North Carolina. 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
Jeffery Hanna Work History
Capital Investment Group Inc
Capital Investment Advisory Services LLC
Way Financial Group
Wealth & Pension Services Group, Inc
Triad Advisors, Inc
Vining Fiancial Services
Sammons Financial Network
Disclosures
Please visit the SEC profile of Jeffery Hanna 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
Charlotte, 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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