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2 advisors near
29510
within the area shown on the map
Out of 400,000+ nationwide
Kathryn V
Series 63, Series 66
Andrews, SC
First Citizens Asset Management, Inc
Kathryn Vause is a financial advisor with First Citizens Investor Services, Inc. She holds Series 63 and Series 66 designations and has eight years of industry experience. Kathryn has worked within the First Citizens organization since 2015, including roles at First Citizens Bank and First Citizens Asset Management. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm’s approach combines client assessments with risk- and outcomes-based asset allocation, discretionary management, and third-party managers, supported by technology-driven portfolios and tax-aware strategies.
Wayne H
Series 63, Series 65
Lane, SC
Capital Investment Advisory Services, LLC
Wayne Hill II is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with Capital Investment Advisory Services since 2013 and has been involved with Capital Investment Group, Inc. since 1994. Outside of finance, he co-founded Fokker Hill Farm, LLC, an agricultural business selling pecans and trees. 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 risk disclosures.
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Finding advisors...
2 advisors near
29510
within the area shown on the map
Out of 400,000+ nationwide