Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Benton Parrott is a registered investment advisor representative in North Carolina. Donald has been in the industry since April 1994 and is currently associated with Capital Investment Advisory Services, LLC. Donald holds Series 6, 63 and 65 licenses. The firm offers investment advisory services including financial planning, pension consulting, selection of other advisors, portfolio management for individuals and businesses. Capital Investment Advisory Services, LLC has a team of professionals who provide investment advice and services to a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. The firm manages assets for clients in various states across the United States.
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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NC
01/02/2013 - Present
Capital Investment Advisory Services, LLC (RALEIGH NC)
MA
02/25/1994 - 03/05/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 06/24/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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