Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

2 advisors near
29510

Out of 400,000+ nationwide

user avatar
firm logo

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.

Income planning Passive / index investing Active portfolio management Retired
user avatar
firm logo

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.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")