Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adria? Claim Your ProfileAdria Erin Demeo is a financial advisor with Capital Investment Advisors, LLC. She is registered in Florida and Texas and holds a Series 66, Series 7 and SIE. Adria Erin Demeo has over 10 years of experience in the financial services industry, having previously worked at T. Rowe Price Investment Services, Inc. and Harwood Advisory Group, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of plan assets
1
2
FL
10/05/2021 - Present
Capital Investment Advisors, LLC (Tampa FL)
FL
06/04/2012 - 07/09/2019
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 05/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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