Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Andrew Mothorpe is a financial advisor registered with Capital Investment Advisory Services, LLC. James has been in the industry since 1996 and has experience working with various clients including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. James offers a variety of financial services including financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. James also holds the CERTIFIED FINANCIAL PLANNER™ designation. James is currently registered in Alabama, Florida, Georgia, Kentucky, Michigan, Mississippi, South Carolina, and Virginia.
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
GA
09/21/2015 - Present
Capital Investment Advisory Services, LLC (PEACHTREE CITY GA)
GA
11/26/2003 - 05/13/2009
EQUITY SERVICES, INC. (PEACHTREE GA)
MA
11/20/1997 - 11/21/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
AZ
09/10/1996 - 10/20/1997
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 04/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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