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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 in Raleigh, NC, holding Series 63 and Series 66 licenses and having 32 years of industry experience. She has been with Capital Investment Advisory Services and Capital Investment Group, Inc. since 2012 and previously worked at Wells Fargo Clearing from 2006 to 2012. Farrell is also the owner and financial consultant of Farrell Wealth & Associates, LLC. 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 customized investment programs across a range of asset classes, primarily managing assets on a discretionary basis.
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 20 years of industry experience. He holds Series 63 and Series 66 securities licenses and has worked at Capital Investment Advisory Services since 2016. Prior to that, he was with Principal Financial Services and MSI Financial Services, Inc. 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 customized investment solutions through separately managed accounts, third-party asset managers, and financial planning services.
Frederick T
CFP®, Series 66
Raleigh, NC
Capital Investment Advisory Services, LLC
Frederick Turner is a CFP® credentialed financial advisor with 21 years of industry experience. He is currently with Capital Investment Advisory Services, LLC and Capital Investment Group, Inc., having previously worked at firms including LPL Financial, Fidelity Bank, Fifth Third Bank, First Citizens Investor Services, Inc., and BB&T Investment Services, Inc. He also holds a senior vice president role as a wealth consultant at the Trust Company of North Carolina. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm tailors portfolios to client objectives and risk tolerance, managing the vast majority of assets on a discretionary basis using various investment strategies.
William R
Series 63
Raleigh, NC
Capital Investment Advisory Services, LLC
William Rogers is a financial advisor at Capital Investment Advisory Services, LLC with 45 years of industry experience. He holds the Series 63 designation and has worked previously at Wells Fargo Clearing and Capital Investment Group, Inc. He also acts as a power of attorney for his mother. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm tailors portfolios to clients’ objectives, time horizons, and risk tolerances, managing most assets on a discretionary basis.
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 at Capital Investment Advisory Services, LLC with 28 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Merrill. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, and various institutional clients. The firm generally customizes portfolios based on client objectives, time horizon, and risk tolerance, managing the majority of assets on a discretionary basis.
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 63, Series 66
Raleigh, NC
Capital Investment Advisory Services, LLC
Kemp Mebane is a financial advisor at Capital Investment Advisory Services, LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including FIRST Citizens Investor Services and Equitable Advisors. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, estates, foundations, and charitable institutions. The firm offers tailored portfolios managed primarily on a discretionary basis, utilizing various investment strategies including equities, fixed income, ETFs, and options.
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 in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked with Capital Investment Group, Inc. since 1997. Outside of her advisory role, she serves on the board of Camp Kerr Lake - Shiloh Family Ministry, where she participates in teaching and family activities. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, and charitable institutions, offering tailored investment solutions through a range of strategies and third-party managers.
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