Unclaimed
Chase Tucker Strait is a registered investment advisor representative at Capital Investment Advisors, LLC. Chase has been working in the industry since 2024. Chase earned the Uniform Investment Adviser Law Examination certification. Their firm offers financial planning, pension consulting, and portfolio management for individuals. They have a current registration in Florida.
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
12/26/2024 - Present
Capital Investment Advisors, LLC (Tampa FL)
Active
Inactive
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