Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Barag is a financial advisor with Capital Investment Advisors, LLC. Andrew has been in the financial services industry since 2010. Andrew holds the Series 7, Series 66, and SIE securities licenses. Andrew is also a Certified Financial Planner. Andrew has previously worked at Morgan Stanley and Waddell & Reed, Inc.
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
GA
05/04/2019 - Present
Capital Investment Advisors, LLC (ATLANTA GA)
GA
05/31/2012 - 02/12/2015
MORGAN STANLEY (ATLANTA GA)
GA
01/26/2010 - 05/18/2012
WADDELL & REED, INC. (ATLANTA GA)
BOTH
Issued 03/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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