Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Cranfill is a financial advisor with over 10 years of experience in the industry. He works with Capital Investment Advisory Services, LLC, a firm with a focus on providing financial advice to individuals, corporations, and non-profit organizations. Paul holds the Series 63, Series 65, and Series 7 licenses, as well as the SIE exam, which demonstrates his commitment to providing high-quality financial advice to clients. Paul is passionate about helping individuals achieve their financial goals and believes in taking a personalized approach to financial planning.
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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NC
03/16/2012 - Present
Capital Investment Advisory Services, LLC (RALEIGH NC)
BC
Issued 08/17/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/09/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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