Capital Investment Advisory Services, LLC
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About this Advisor
Joseph Freedland is a certified financial planner who works out of Raleigh, North Carolina, who has been in the advisory business for 10 years. Freedland works at Capital Investment Advisory Services, LLC. The advisor has gained experience at Capital Investment Companies and Dyc, LLC Realty. Freedland maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in North Carolina. Capital Investment Advisory Services, LLC is a firm based in Raleigh, North Carolina. The investment advisory business has offices in 39 locations and a total of 111 financial advisors. It oversees $532 million in total assets across its 3,454 accounts, making it one of the larger financial advisory firms in the United States by assets under management. Capital Investment Advisory Services, LLC has 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 charged by financial advisors largely are based on which services the firm provides the client. Fees billed by Capital Investment Advisory Services, LLC likely consist of any combination of 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
Joseph Freedland Work History
Joseph has 10 years of experience.
Capital Investment Companies
Dyc, LLC Realty
Joseph Freedland has no disclosures.
Please visit their SEC profile for more details.