Joseph
Freedland

Capital Investment Advisory Services, LLC

CRD#6136791
Investment Advisor
in Raleigh, NC
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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

Series 66, Certified Financial Planner

Years of Experience

10 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

100 E. Six Forks Road Suite 200
Raleigh, NC 27609

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Capital Investment Advisory Services, LLC Brokerage Details

Total Assets Under Management

$532,072,939

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

111

NC Average: 22
Total Number of Accounts

3,454

NC Average: 1,917
Average Account Size

$154,045

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

Joseph Freedland Work History

Joseph has 10 years of experience.

2012 - Present (7 years)

Capital Investment Companies

2008 - 2012 (4 years)

Dyc, LLC Realty

Disclosures

Joseph Freedland has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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