Hallie Jo Burris
Investment adviser representative at Capital Investment Advisory Services, LLC
12 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
12 years in the industry.
- Capital Investment Advisory Services, LLCOct 2025 to now
- Capital Investment Group, IncAug 2025 to now
- EySep 2023 to Aug 2025
- Clemson UniversityAug 2022 to Aug 2023
- Elliott DavisJun 2022 to Aug 2022
- EyJan 2022 to Mar 2022
- Eddie Carrick CpaJun 2021 to Aug 2021
- Eddie Carrick CpaJun 2020 to Aug 2020
- Clemson UniversityAug 2018 to May 2022
- Southeast High SchoolAug 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8142782
- Firm CRD
- 149124