Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Clarke MacK is a registered Investment Advisor Representative with Capital Investment Advisors, LLC. James has been in the financial services industry for over 8 years. He is licensed to provide financial advice in Georgia. James has earned the Series 66 and Series 7TO licenses. He previously worked at SYNOVUS SECURITIES, INC. James specializes in providing financial advice to high net worth individuals and other individuals.
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
07/29/2024 - Present
Capital Investment Advisors, LLC (ATLANTA GA)
GA
08/04/2022 - 06/13/2024
SYNOVUS SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 11/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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