Capital Investment Advisory Services, LLC
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About this Advisor
Michael Pearl is a certified financial planner in Raleigh, North Carolina. Currently an investment advisor with Capital Investment Advisory Services, LLC, Pearl has a notable 30 years of practice in the financial advisory industry. Pearl holds Series 63 and Series 65 licenses, which designate them as both a securities agent and an investment advisor representative. Pearl is able to work with clients in North Carolina. Over the course of their career, Pearl has held roles at Michael F. Pearl, Cpa, Capital Investment Group, Inc and Cic Advisers, LLC. Capital Investment Advisory Services, LLC is located in Raleigh, North Carolina, and operates out of 39 additional brick-and-mortar locations in the country. In aggregate, Capital Investment Advisory Services, LLC oversees $532 million in assets throughout 3,454 client accounts and retains more than 111 people. The firm's total assets under management places it among the bigger investment advisory firms in the United States. The firm manages 3,423 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the investment firm's 3,454 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Capital Investment Advisory Services, LLC offers 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
Michael Pearl Work History
Michael has 30 years of experience.
Cic Advisers, LLC
Capital Investment Group, Inc
Michael F. Pearl, Cpa
Michael Pearl has no disclosures.
Please visit their SEC profile for more details.