Banner Thomas Clark
Investment adviser representative at Capital Investment Advisors, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.2BFirm 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 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
11 years in the industry.
- Capital Investment Advisors, LLCJan 2023 to now
- Sagace Wealth Management LLCApr 2021 to Dec 2022
- Fidelity Personal and Workplace AdvisorsJul 2018 to Mar 2021
- Fidelity Brokerage Services, LLCAug 2015 to Apr 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 6343176
- Firm CRD
- 158055