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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Edson Bush has been in the financial services industry since 1988. Stephen is a registered representative and investment advisor representative with Capital Investment Advisory Services, LLC. He is also registered in 14 states. Stephen holds Series 7, Series 63, Series 65, and Series 24 licenses. Stephen is a highly experienced financial professional with a strong track record of success. He has worked with a variety of clients, including individuals, families, and businesses. He is committed to providing his clients with personalized financial advice that meets their individual needs. Before joining Capital Investment Advisory Services, LLC, Stephen was with LPL Financial LLC for over 23 years. Stephen's experience, knowledge, and dedication to his clients make him a valuable asset to any investment portfolio.
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
NC
09/01/2018 - Present
Capital Investment Advisory Services, LLC (WEDDINGTON NC)
NC
08/04/1995 - 09/11/2018
LPL FINANCIAL LLC (WEDDINGTON NC)
NY
11/07/1990 - 08/11/1995
J.C. BRADFORD & CO. (NEW YORK NY)
NJ
12/20/1988 - 11/06/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 01/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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