Victor
Banks

Capital Investment Advisory Services, LLC

CRD#4180590
Investment Advisor
in Raleigh, NC

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About this Advisor

Victor Banks is a financial advisor working out of Raleigh, North Carolina with a total of 1 year of industry experience. Banks is currently employed by Capital Investment Advisory Services, LLC. Throughout their career, Banks has worked at First American Securities, Capital Investment Group, Inc, Capital Investment Advisory Services, LLC and Nationwide Investment Services Corporation. Banks holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Georgia. Capital Investment Advisory Services, LLC is a financial advisory business that has its headquarters in Raleigh, NC. The company has offices in 39 locations and a total of 116 financial advisors. It has $2 billion in total assets among its 9,990 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 12 charities and foundations. Of its 9,990 accounts, just 7% are associated with high-net-worth investors who have greater than $1 million in assets. The advisory firm performs a broad assortment 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. Financial advisory fee schedules usually depend on which services the firm provides the client. Fees billed by Capital Investment Advisory Services, LLC likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

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

$1,842,974,741

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

116

NC Average: 22
Total Number of Accounts

9,990

NC Average: 1,917
Average Account Size

$184,482

NC Average: $1,890,985

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

Victor Banks Work History

Victor has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Capital Investment Group, Inc

2022 - Present (2 years)

Capital Investment Advisory Services, LLC

2015 - 2021 (6 years)

Nationwide Investment Services Corporation

2014 - 2015 (1 year)

Capital Investment Group, Inc

2014 - 2015 (1 year)

Capital Investment Advisory Services, LLC

2013 - 2014 (1 year)

First American Securities

*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 Victor Banks 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

Victor Banks
Raleigh, NC
John Palko
Charlotte, NC
Kemp Mebane
Raleigh, NC
Michael Brennan
Raleigh, NC
Jeffery Hanna
Raleigh, NC
April Vannieuwland
Raleigh, NC
Paul Cranfill
Raleigh, NC
Andrew Rader
Hickory, NC

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.

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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.

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