linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Mark Walter Maurer

Capital Investment Advisory Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mark? Claim Your Profile

About Mark Walter Maurer

Mark Walter Maurer is a financial advisor with over 13 years of experience in the financial services industry. Mark is currently registered with Capital Investment Advisory Services, LLC. Mark holds the Series 6, Series 63 and SIE licenses, and has earned the Certified Financial Planner designation. Mark provides a variety of financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Mark is passionate about helping clients reach their financial goals, and is committed to providing them with the highest level of personalized service.

Firm Information

Mark Maurer is currently registered with Capital Investment Advisory Services, LLC. Capital Investment Advisory Services, LLC is a registered investment advisor with the SEC, managing over $1.96 billion in assets for a diverse client base that includes individuals, high-net-worth individuals, corporations, charities, pension plans, and government entities. The firm offers a range of advisory services including financial planning, pension consulting, portfolio management, and selection of other advisors. Capital Investment Advisory Services is based in Raleigh, NC and has 91 licensed agents and 102 investment advisor representatives.
Capital Investment Advisory Services, LLC

100 E. SIX FORKS ROAD

RALEIGH, NC 27609

$1.97B

Assets Under Management

14

Total Clients

91

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mark Maurer’s Registration & Firm History

NC

09/17/2018 - Present

Capital Investment Advisory Services, LLC (RALEIGH NC)

FL

12/12/2005 - 07/16/2018

PROEQUITIES, INC. (TAMPA FL)

Not sure if Mark Walter Maurer is right for you?

Licenses & Designations

BC

Issued 12/09/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Mark Walter Maurer. Review regulatory record here.
Not sure if Mark Walter Maurer is right for you?