Frederick Perry Turner
Investment adviser representative at Capital Investment Advisory Services, LLC
10 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
10 years in the industry.
- Capital Investment Advisory Services, LLCJun 2025 to now
- Capital Investment Group, Inc.Jun 2025 to now
- Fidelity BankSep 2023 to now
- LPL FinancialNov 2023 to Jun 2025
- Fifth Third BankSep 2016 to Jul 2023
- Fifth Third SecuritiesSep 2016 to Dec 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 4688942
- Firm CRD
- 149124