Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig McDaniel is a financial advisor with Capital Investment Advisory Services, LLC. Craig has been working in the financial industry since 1983 and has a wide range of experience serving individuals, businesses, and non-profit organizations. Craig's areas of specialization include financial planning, portfolio management, and pension consulting. He has a special focus on serving high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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2
NC
09/29/2009 - Present
Capital Investment Advisory Services, LLC (RALEIGH NC)
SC
06/10/1998 - 12/31/2003
W.C. SMITH & COMPANY, INC. (GREENVILLE SC)
AZ
11/19/1989 - 05/22/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MA
10/25/1991 - 01/22/1998
MANEQUITY, INC. (BOSTON MA)
NA
03/02/1983 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 03/04/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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