Andrew Alexander Pannell
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 Brokerage, Inc.Apr 2026 to now
- Capital Investment Advisory Services, LLCOct 2024 to now
- Capital Investment Group, IncOct 2024 to now
- Carolina Country ClubApr 2024 to Oct 2024
- Wells Fargo Bank, NASep 2023 to Apr 2024
- Wells Fargo Clearing Services, LLCSep 2023 to Apr 2024
- Credit Union Investment ServicesSep 2022 to Sep 2023
- Secu Brokerage ServicesJul 2022 to Sep 2023
- Secu Life Insurance CompanyJul 2022 to Sep 2023
- State Employees' Credit UnionAug 2021 to Sep 2023
- ReiJan 2021 to Aug 2021
- Raleigh Market Co.Dec 2020 to Jan 2021
- Mellow MushroomAug 2016 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
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
- 7607289
- Firm CRD
- 149124