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Talbert Lamar Edenfield

Capital Investment Advisory Services, LLC

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About Talbert Lamar Edenfield

Talbert Lamar Edenfield is a financial advisor with Capital Investment Advisory Services, LLC. Talbert has been in the industry since 1996 and has experience working with a wide range of clients, including individuals, families, businesses, and retirement plans. Talbert is a CERTIFIED FINANCIAL PLANNER™ professional and offers a variety of financial planning services, including investment management, retirement planning, college savings planning, and insurance. Talbert is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Talbert Edenfield 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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Talbert Edenfield’s Registration & Firm History

GA

03/09/2018 - Present

Capital Investment Advisory Services, LLC (RINCON GA)

GA

04/19/2012 - 03/28/2018

PROEQUITIES, INC. (RINCON GA)

GA

10/26/2005 - 04/20/2012

ING FINANCIAL PARTNERS, INC. (GUYTON GA)

AZ

10/01/2002 - 10/28/2005

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

TX

04/22/1996 - 10/01/2002

FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)

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Licenses & Designations

IA

Issued 07/20/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/19/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/2003

Series 7 - General Securities Representative Examination

BC

Issued 04/19/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Talbert Lamar Edenfield.
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