Alexander Lee Mason
Investment adviser representative at Capital Investment Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
$2.4BFirm assets
17 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 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, LLCFeb 2026 to now
- Capital Investment Group IncFeb 2026 to now
- Athens-clarke County Unified GovernmentOct 2025 to now
- Athens AcademyAug 2021 to Oct 2023
- Raymond James & Associates Inc.Apr 2021 to Feb 2026
- Northwestern Mutual Investment Services LLCJul 2020 to Apr 2021
- UnemployedMay 2020 to Jul 2020
- Frazier and Deeter LLCSep 2018 to May 2020
- UnemployedMay 2018 to Sep 2018
- The Avenue Wealth Management GroupOct 2017 to May 2018
- Raymond James Financial Services IncNov 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 6726789
- Firm CRD
- 149124