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Clark Naylor Callaway

Capital Investment Advisory Services, LLC

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About Clark Naylor Callaway

Clark Callaway is a financial advisor with over 10 years of experience in the industry. Clark is registered with Capital Investment Advisory Services, LLC in North Carolina. Previously, Clark has worked for several firms including Principal Securities, Inc., Metlife Securities Inc., and Metropolitan Life Insurance Company. Clark holds Series 6, 7, 63, and 66 licenses and has passed the SIE exam.

Firm Information

Clark Callaway is currently registered with Capital Investment Advisory Services, LLC. Capital Investment Advisory Services, LLC is a registered investment advisor with the SEC, managing over $1.96 billion in assets for a diverse client base that includes individuals, high-net-worth individuals, corporations, charities, pension plans, and government entities. The firm offers a range of advisory services including financial planning, pension consulting, portfolio management, and selection of other advisors. Capital Investment Advisory Services is based in Raleigh, NC and has 91 licensed agents and 102 investment advisor representatives.
Capital Investment Advisory Services, LLC

100 E. SIX FORKS ROAD

RALEIGH, NC 27609

$1.97B

Assets Under Management

14

Total Clients

91

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Clark Callaway’s Registration & Firm History

NC

11/22/2016 - Present

Capital Investment Advisory Services, LLC (MOREHEAD CITY NC)

NC

08/19/2014 - 11/28/2016

PRINCIPAL SECURITIES, INC. (MOREHEAD CITY NC)

NC

10/25/2006 - 08/15/2014

METLIFE SECURITIES INC. (CHARLOTTE NC)

NC

10/25/2006 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (WILMINGTON NC)

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Licenses & Designations

BOTH

Issued 02/27/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/14/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/2013

Series 7 - General Securities Representative Examination

BC

Issued 10/24/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Clark Naylor Callaway.
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