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Paul C
Series 63, Series 65
Raleigh, NC
Capital Investment Advisory Services, LLC
Paul Cranfill is a financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC, holding the Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked at Capital Investment Group, Inc. and Capital Investment Advisory Services since 2012, with prior roles at Sageworks and Cushman & Wakefield, where he is also active as a commercial real estate broker. 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 offers customized investment solutions utilizing fundamental, technical, and charting analysis, managing the majority of assets on a discretionary basis.
Tammie F
Series 63, Series 66
Raleigh, NC
Capital Investment Advisory Services, LLC
Tammie Farrell is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. She has been with Capital Investment Advisory Services and Capital Investment Group, Inc. since 2012. Additionally, she owns and operates Farrell Wealth & Associates, LLC, a financial consulting business based in Franklin, NC. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, third-party manager referrals, private-label model portfolios, and financial planning, using an individualized process that incorporates multiple analytical methods and ongoing portfolio monitoring.
Abigail T
Series 66
Raleigh, NC
Capital Investment Advisory Services, LLC
Abigail Tilley is a financial advisor at Capital Investment Advisory Services, LLC with three years of industry experience. She holds the Series 66 designation and has previously worked at Fidelity Investments and Southern Bank and Trust Company. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, referrals to third-party managers, private-label model portfolios, and financial planning, using an individualized process and a mix of analytical methods.
Stephen B
Series 63, Series 65
Raleigh, NC
Capital Investment Advisory Services, LLC
Stephen Bush is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Capital Investment Advisory Services and Capital Investment Group since 2018 and previously spent 23 years at LPL Financial LLC. Outside of his advisory role, he is involved with Crown Wealth & Insurance Planning, an insurance agency. 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, employing a range of analytical methods and conducting ongoing portfolio reviews.
Joseph F
CFP®, Series 66
Raleigh, NC
Capital Investment Advisory Services, LLC
Joseph Freedland is a CFP®-certified financial advisor with Capital Investment Advisory Services, LLC, based in Raleigh, NC. He has 12 years of industry experience and has been with Capital Investment Companies since 2012. Outside of his advisory role, Freedland serves as a trustee for a testamentary trust and is involved in managing rental property partnerships. 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, employing a mix of analytical methods and ongoing portfolio monitoring.
Clark C
Series 63, Series 66
Raleigh, NC
Capital Investment Advisory Services, LLC
Clark Callaway is a financial advisor at Capital Investment Advisory Services, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Capital Investment Advisory Services since 2016. Prior to that, he was with Princor Financial Services Corporation and Principal Life Insurance Company from 2014 to 2016. 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, employing a variety of analytical methods and conducting regular portfolio reviews.
Frederick T
CFP®, Series 66
Raleigh, NC
Capital Investment Advisory Services, LLC
Frederick Turner is a CFP® professional with 20 years of industry experience, currently affiliated with Capital Investment Advisory Services, LLC. His prior experience includes roles at LPL Financial, Fidelity Bank, and Fifth Third Bank. He also serves as a Senior Vice President and Wealth Consultant at the Trust Company of North Carolina. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, and various institutional clients, offering customized investment programs primarily managed on a discretionary basis. The firm utilizes multiple analytical methods and a wide range of investment strategies tailored to client objectives.
William R
Series 63
Raleigh, NC
Capital Investment Advisory Services, LLC
William Rogers is a financial advisor at Capital Investment Advisory Services, LLC with 44 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he holds power of attorney responsibilities for his mother. 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, employing a range of analytical methods and conducting at least quarterly portfolio reviews.
Cameron E
Series 63, Series 65
Raleigh, NC
Capital Investment Advisory Services, LLC
Cameron Evans is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at Foundations Investment Advisors LLC, LifePro Asset Management, LLC, Coppell Advisory Solutions, LLC, and he has been president of Evans Wealth & Asset Management, Inc. since 2012. Evans also provides financial advisory services through his own firm, Evans Wealth & Asset Management, Inc., where he has been involved in money management, insurance, and consulting. Capital Investment Advisory Services, LLC offers investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm employs an individualized process to manage portfolios through discretionary mandates, third-party managers, or private-label model portfolios, with ongoing monitoring and risk disclosure.
Charles U
CFP®, Series 63, Series 66
Raleigh, NC
Capital Investment Advisory Services, LLC
Charles Upshaw III is a CFP® professional with 45 years of industry experience, currently serving at Capital Investment Advisory Services, LLC. He has been affiliated with Capital Investment Brokerage, Inc. since 1997. Outside of his advisory work, he is a long-standing member of the Rotary Club of Raleigh and serves as a trustee for the Hill-Pike House Trust. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, referrals to third-party managers, private-label model portfolios, and financial planning, using an individualized process tailored to clients’ objectives and risk tolerance.
Troy H
Series 66
Raleigh, NC
Capital Investment Advisory Services, LLC
Troy Hill is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 66 designation and 27 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of advisory services, he co-owns Sooner Ventures, LLC, a residential real estate leasing business managed by his spouse. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers personalized investment management through discretionary mandates, third-party managers, and private-label model portfolios, employing various analytical methods and regular portfolio reviews.
Samuel K
Series 63, Series 66
Raleigh, NC
Capital Investment Advisory Services, LLC
Samuel Knight is a financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior work includes roles at Wells Fargo Clearing Service, Wells Fargo Bank, Mass Mutual Investors Services, and Metlife Securities Inc. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers individualized investment management through discretionary mandates, third-party managers, and private-label model portfolios, employing a variety of analytical methods and conducting ongoing portfolio reviews.
Kemp M
Series 66, Series 63
Raleigh, NC
Capital Investment Advisory Services, LLC
Kemp Mebane is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 66 and Series 63 designations and bringing 12 years of industry experience. He has previously worked at First Citizens Investor Services and Capital Investment Group, Inc. There are no additional notable outside activities reported. Capital Investment Advisory Services offers portfolio management and supervisory services to a diverse client base, including individuals, corporations, retirement plans, trusts, and charitable institutions. The firm provides customized investment solutions that incorporate fundamental and technical analysis, managing most assets on a discretionary basis.
Wanda C
Series 63, Series 65
Raleigh, NC
Capital Investment Advisory Services, LLC
Wanda Cooper is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Capital Investment Group, Inc. since 1997. Outside of her advisory role, Cooper serves on the board of Camp Kerr Lake - Shiloh Family Ministry, where she teaches and supports family activities during the summer. 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.
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