Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jackson? Claim Your ProfileJackson Miles Dorris is an Investment Advisor Representative with Capital Investment Advisors, LLC in Atlanta, GA. Jackson is registered with the state of Georgia and has been in the industry since February 2024. Jackson earned their Series 65 license in June 2024. Jackson has experience in financial planning and specializes in managing individual and business portfolios. Jackson is committed to providing personalized financial guidance and helping their clients achieve their financial goals.
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
GA
06/06/2024 - Present
Capital Investment Advisors, LLC (ATLANTA GA)
IA
Issued 06/04/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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