James Beam

from Capital Investment Advisory Services, LLC
SEC regulated
Regulated Investment Advisor
James Beam is a financial advisor based in North Carolina, Raleigh, with 26 years of experience. James currently works for Capital Investment Advisory Services, LLC. James maintains the following licenses: S66 (Uniform Combined State Law Examination), S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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James Beam works at Capital Investment Advisory Services, LLC
Capital Investment Advisory Services, LLC is a financial advisory firm based in Raleigh, North Carolina. It currently has approximately $1,737,746,677 of assets under management and employs about 116 people. Capital Investment Advisory Services, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
2 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
100 E. Six Forks Road, Suite 200, Raleigh, North Carolina, 27609

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