Joseph Carter Mcdonald
Investment adviser representative at Capital Investment Advisors, LLC
22 yearsExperience
1 stateRegistered in
$8.2BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Capital Investment Advisors, LLCAug 2024 to now
- UnemployedSep 2021 to Aug 2024
- Fidelity Personal and Workplace AdvisorsJul 2018 to Sep 2021
- Fidelity Brokerage ServicesJan 2004 to Sep 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2000
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Capital Investment Advisors, LLC
$8.2BAssets managed
6,014Clients
59Advisers
15 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
- 1978115
- Firm CRD
- 158055