Stephen
Bush
Capital Investment Advisory Services, LLC
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About this Advisor
Stephen Bush is a financial advisor based in Matthews, North Carolina, working with Capital Investment Advisory Services, LLC. Stephen has previously held positions at Lpl Financial LLC (F/K/A Linsco/Private Ledger Corp.), Capital Investment Group, Inc, and Capital Investment Advisory Services, LLC. Stephen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Stephen is part of Capital Investment Advisory Services, LLC, which operates out of Matthews, 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
Stephen Bush Work History
Capital Investment Group, Inc
Capital Investment Advisory Services, LLC
Lpl Financial LLC (F/K/A Linsco/Private Ledger Corp.)
Disclosures
Please visit the SEC profile of Stephen Bush to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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