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Everett Andrew Wilkerson

Capital Investment Advisors, LLC

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About Everett Andrew Wilkerson

Everett Andrew Wilkerson is a financial advisor with Capital Investment Advisors, LLC in Atlanta, Georgia. Everett has been a registered investment advisor for 17 years. Everett has a wide range of experience working with both high-net-worth individuals and individuals other than high-net-worth. Everett is a Certified Financial Planner and is licensed to provide investment advice in Georgia and Texas.

Firm Information

Everett Wilkerson is currently registered with Capital Investment Advisors, LLC. Capital Investment Advisors, LLC is a Registered Investment Advisor (RIA) based in Atlanta, GA. They provide financial planning and portfolio management services to both individuals and businesses. The firm has over 12,390 clients and manages over $5.26 billion in assets. Their advisory services include portfolio management for individuals, pension consulting, and selection of other advisors. The firm caters primarily to individuals, particularly high-net-worth individuals.
Capital Investment Advisors, LLC

10 GLENLAKE PARKWAY

ATLANTA, GA 30328

$5.26B

Assets Under Management

Not reported

Total Clients

36

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 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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other

Percentage of plan assets

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Everett Wilkerson’s Registration & Firm History

GA

10/05/2021 - Present

Capital Investment Advisors, LLC (ATLANTA GA)

GA

04/25/2012 - 01/17/2019

TD AMERITRADE, INC. (ATLANTA GA)

GA

02/03/2004 - 05/15/2012

E*TRADE SECURITIES LLC (ALPHARETTA GA)

MN

03/12/2003 - 01/05/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/12/2003 - 01/05/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 03/09/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/02/2009

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Everett Andrew Wilkerson.
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