Richard Hunter Halverson
Investment adviser representative at Capital Investment Advisory Services, LLC
13 yearsExperience
1 stateRegistered in
$2.4BFirm assets
17 yearsFirm in business
Are you Richard Hunter Halverson? Claim your profile
Contact this firm
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
13 years in the industry.
- Capital Investment Advisory Services, LLCFeb 2026 to now
- Capital Investment Group, IncFeb 2026 to now
- Richard Hunter Halverson, LLCMay 2024 to now
- Cetera Investment AdvisersOct 2024 to Jan 2026
- Cetera Wealth Services, LLCOct 2024 to Jan 2026
- LPL Financial LLCAug 2023 to Oct 2024
- Triangle RenovationsJul 2022 to Sep 2023
- Halverson Rei Analytics, LLCJan 2022 to Jul 2022
- Foundations Realty GroupNov 2020 to Jan 2022
- Peterson LogisticsApr 2020 to Aug 2020
- Foundations Realty GroupMay 2019 to Aug 2019
- University of GeorgiaJan 2019 to Dec 2021
- John Huck Construction, LLCMay 2018 to Aug 2018
- Georgia Southern UniversitySep 2017 to Dec 2018
- Sea Island CompanyAug 2016 to Dec 2018
- Catch 228 Oyster Bar & GrillAug 2015 to Jul 2019
- Glynn AcademyAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7802596
- Firm CRD
- 149124