Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
33 years
Location
Clyo, GA
Cambridge Investment Research Advisors
Institution
Thomas Allen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Cambridge Investment Research since 2010 and has been self-employed since 1973. Outside of advisory work, Allen is a 50% partner in a farming operation and serves as vice chairman of the Effingham County Elections Board, as well as chairman of the board for a local Evangelical Lutheran congregation. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals. The firm provides a range of portfolio management options across various custody platforms, combining proprietary and third-party strategies with both discretionary and non-discretionary implementations.
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000
$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%
Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales
Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services
Financial Wellness services paid by employer; flat or hourly fees per agreement
Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts
Clyo, GA
Clyo GA
Advisors at this office
1
Georgia
33 years of industry experience
CAMBRIDGE INVESTMENT RESEARCH Advisors, INC
2010 - Present • 16 years
Fairfield, IA
Cambridge Investment Research, Inc
2010 - Present • 16 years
Fairfield, IA
SELF EMPLOYED
1973 - Present • 53 years
Clyo, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Series 63, Series 65
Springfield, GA
Capital Investment Advisory Services, LLC
Amelia Senecal is a financial advisor at Capital Investment Advisory Services, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Vision Financial Group and Capital Investment Group, Inc. in addition to her current role. Outside of advisory work, she is also a fixed annuity and life insurance agent and sells used clothing on Poshmark. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base, including individuals, corporations, retirement plans, and charitable institutions. The firm manages most assets on a discretionary basis, employing fundamental, technical, and charting analyses across various investment strategies.
CFP®, Series 63, Series 66
Springfield, GA
Capital Investment Advisory Services, LLC
Scott Bass is a CFP® with 25 years of industry experience, currently serving as an advisor at Capital Investment Advisory Services, LLC since 2018. He previously worked at ProEquities, Inc. from 2010 to 2018. Outside of his advisory role, Bass is a finance committee member at Baptist Church @ Ebenezer. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and quarterly reviews.
CFP®, Series 63, Series 65
Springfield, GA
Capital Investment Advisory Services, LLC
Talbert Edenfield is a CFP® professional with 29 years of industry experience. He is currently with Capital Investment Advisory Services, LLC and has held prior roles at ProEquities, Inc. and Southeastern Financial Resources. Edenfield is also the owner of Vision Financial Group of GA, LLC, reflecting his entrepreneurial involvement in financial planning and related services. Capital Investment Advisory Services, LLC provides advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing portfolio monitoring and risk disclosures.
CFP®, Series 63, Series 66
Guyton, GA
Capital Analysts
Michael Thames is a CFP® certificant with 15 years of experience in the financial services industry. He has worked at Capital Analysts and Lincoln Investment since 2024 and held various roles at Charles Schwab from 2011 to 2024. Thames serves as a finance committee member for Gateway Church, where he participates in quarterly meetings to review the church’s finances and projects. Capital Analysts serves retail and institutional clients, including individual investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.
Series 65, Series 63
Springfield, GA
Capital Investment Advisory Services, LLC
Rachel Bass is a financial advisor at Capital Investment Advisory Services, LLC with three years of industry experience. She holds the Series 65 and Series 63 licenses. Rachel has worked at Capital Investment Group, Inc., Vision Financial, and other firms, and also operates RDG Financial, a business involved in the sale of fixed insurance products. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, and charitable institutions. The firm customizes portfolios based on client objectives, time horizon, and risk tolerance, managing the majority of assets on a discretionary basis.
Series 66
Springfield, GA
Capital Investment Advisory Services, LLC
Robert Fears is a financial advisor at Capital Investment Advisory Services, LLC with six years of industry experience. He holds the Series 66 designation and has worked at Capital Investment Advisory Services, Capital Investment Group, and Vision Financial. Outside of his advisory role, he owns Fears Financial Services of GA, Inc., a financial planning firm. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, supported by ongoing monitoring and risk disclosure.
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