Capital Investment Advisors
Capital Investment Advisors is seeking an experienced Investment Advisor to join their Tampa team. The role involves providing clients with financial advice, asset allocation, and portfolio management, with a focus on helping clients achieve their financial and lifestyle goals.
Headquarters
Atlanta, Georgia, United States
Company Size
51-200 employees
Founded
1996
Capital Investment Advisors is a family-owned, fee-only SEC-registered investment advisory firm that has helped families plan for retirement since 1996, with offices in Atlanta, Tampa, Denver, Phoenix, and Dallas. The firm offers a comprehensive suite of services including wealth management, investment management, retirement planning, financial planning, tax and accounting, estate planning, and insurance guidance, with a focus on building personalized, income-focused strategies for individuals and families at every stage of life. As a fee-only fiduciary, CIA emphasizes conflict-free, transparent advice centered on helping clients achieve a happy and financially secure retirement.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Capital Investment Advisors.
Capital Investment Advisors didn’t post a salary, so this is our estimate from similar listings.
45% above the average for this role