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Robert W

Series 63, Series 66

Hiawassee, GA

Capital Investment Advisory Services, LLC

Robert Williams Jr. is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has worked at Capital Investment Group, Inc. since 2010 and has longstanding affiliations with National Life Insurance of Vermont and National Financial Services Group since 2003. Outside of his advisory role, he operates an accounting and tax preparation business as a CPA and serves on the advisory board of United Community Bank. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base including individuals, corporations, retirement plans, trusts, and charitable institutions. The firm offers tailored investment solutions using fundamental, technical, and charting analysis and manages the majority of assets on a discretionary basis through a network of over 100 independent investment adviser representatives.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
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