Jasper, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$2,304,804,287
ClientsTotal clients
6,172
AdvisorsAdvisors at this office
2
Of 100 advisors across 38 offices
Location
516 S Wheeler St
Jasper TX 75951
Advisors at this office
2
Advisors at this office
Chotsie B
Series 65
Jasper, TX
Capital Investment Advisory Services, LLC
Chotsie Bickerstaff is a Series 65 licensed advisor with Capital Investment Advisory Services, LLC and has been in the financial industry since 2025. She is also vice president and co-owner of several related businesses, including Retirement Education Partners, Inc., where she supervises operations and provides life insurance and annuity policies. Additionally, she oversees financial operations at Bickerstaff Holdings, LLC, and Senior Benefits Advisors, LLC. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers separately managed accounts, third-party manager referrals, private-label model portfolios, financial planning, and portfolio reviews, using a combination of analytical methods and ongoing monitoring tailored to each client’s objectives.
Danny B
Series 65
Jasper, TX
Capital Investment Advisory Services, LLC
Danny Bickerstaff Jr. is a Series 65-licensed advisor with Capital Investment Advisory Services, LLC and has been in the financial industry since 2025. He is also CEO and co-owner of several businesses including Retirement Education Partners, which focuses on insurance and annuity sales, and Senior Benefits Advisors, specializing in insurance and Medicare sales. Additionally, he serves as president of Bickerstaff Holdings, LLC, overseeing subsidiary companies. 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 with ongoing monitoring and multiple analytical methods.
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