Mark Walter Maurer
Investment adviser representative at Capital Investment Advisory Services, LLC
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.4BFirm assets
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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
23 years in the industry.
- Capital Investment Advisory Services, LLCJun 2018 to now
- Capital Investment Group, Inc.Jun 2018 to now
- Low Load Ins ServicesJul 2003 to now
- Proequities, IncAug 2005 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 2897315
- Firm CRD
- 149124