Timothy Laverne Whetro
Investment adviser representative at Capital Investment Advisory Services, LLC
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.4BFirm assets
Are you Timothy Laverne Whetro? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Capital Investment Advisory Services, LLCDec 2019 to now
- Capital Investment Group, Inc.Apr 2009 to now
- Buckingham & CompanyJan 2017 to Dec 2019
- Buckingham Financial GroupMay 2005 to Dec 2019
- Buckingham Capital Management, Inc.Mar 2005 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (OH).
Capital Investment Advisory Services, LLC
$2.4BAssets managed
6,276Clients
103Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1845826
- Firm CRD
- 149124