Samuel
Knight
Capital Investment Advisory Services, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Samuel Knight is a financial advisor operating out of Raleigh, North Carolina who has 2 years of relevant experience. Knight is on the advisory team at Capital Investment Advisory Services, LLC. Their career trajectory has included roles at Thrivent Investment Management Inc, Wells Fargo Advisors, LLC, 4Him Photography, Thrivent Financial, Talent Bridge, Tailored Management, Metlife Securities Inc, Mml Investors Services, LLC, Capital Investment Group Inc, Capital Investment Advisory Services LLC, Wells Fargo Clearing Service, LLC and Wells Fargo Bank, Na. Knight has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to work in North Carolina. Capital Investment Advisory Services, LLC is a business operating out of Raleigh, NC. The investment advisory business has offices in 39 locations and a total of 116 employees. It oversees $2 billion in assets among its 9,990 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 12 charitable organizations. Of its 9,990 accounts, just 7% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Capital Investment Advisory Services, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules are based on which services the firm provides the client. However, fee types billed by Capital Investment Advisory Services, LLC most likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Capital Investment Advisory Services, LLC Brokerage Details
$1,842,974,741
116
9,990
$184,482
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
Samuel Knight Work History
Samuel has been registered as a financial advisor for 2 years.*
Capital Investment Group Inc
Capital Investment Advisory Services LLC
Wells Fargo Clearing Service, LLC
Wells Fargo Bank, Na
Mml Investors Services, LLC
Metlife Securities Inc
Talent Bridge
Tailored Management
Thrivent Investment Management Inc
Thrivent Financial
Thrivent Financial
Wells Fargo Advisors, LLC
4Him Photography
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Samuel Knight 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
Charlotte, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Columbia, SC
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.