Advisors at this firm
Peter D
Series 63, Series 65
Apex, NC
Capital Financial Advisory Group, LLC
Peter D'arruda is a financial advisor with Capital Financial Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at multiple firms including Sofos Investments, EQIS Capital Management, Payne Capital Management, and Global Financial Private Capital. In addition to his advisory work, he devotes significant time to producing financial radio shows aimed at financial professionals and others on various topics. He is also a licensed life insurance agent in North Carolina and offers life insurance and annuities as part of his client services. Capital Financial Advisory Group primarily serves individuals and families preparing for retirement, including high-net-worth households, small pension plans, and charitable entities. The firm provides financial planning and advisory services, referring clients to third-party managers for portfolio management, and incorporates insurance and annuity products into its offerings.
Matthew S
Series 66
Apex, NC
Capital Financial Advisory Group, LLC
Matthew Scuderi is a financial advisor at Capital Financial Advisory Group, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Foundations Investment Advisors and Equitable Advisors. Outside of his advisory role, he is also active as an insurance producer, reviewing and proposing insurance and annuity solutions. Capital Financial Advisory Group serves individuals and families preparing for retirement, including high-net-worth households, small pension plans, and charitable entities. The firm provides customized financial planning and advisory services, referring clients to third-party asset managers for portfolio management while also distributing insurance and annuity products.
Bryson K
Series 65
Apex, NC
Capital Financial Advisory Group, LLC
Bryson King is a financial advisor at Capital Financial Advisory Group, LLC with a Series 65 designation and six years of industry experience. He has previously worked at Duckworth's and Zunzibar before joining Capital Financial and Insurance, LLC. Capital Financial Advisory Group serves individuals, families, businesses, charities, and small pension clients by providing financial planning and advisory services. The firm refers clients to selected third-party managers and pooled investment products, focusing on customized financial plans and ongoing portfolio monitoring without taking custody of client assets.
Parker H
ChFC®, Series 66
Apex, NC
Capital Financial Advisory Group, LLC
Parker Holland is a financial advisor at Foundations Investment Advisors LLC with 10 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior roles include positions at Sofos Investments, Inc., EQIS Capital Management, Inc., Capital Financial Advisory Group, LLC, and World Equity Group. Holland is also a licensed independent insurance agent in North Carolina, integrating insurance products into financial plans. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, registered investment companies, and businesses. The firm offers portfolio management, financial planning, education workshops, and sub-advisory arrangements through a network of affiliated offices and licensed representatives.