Talbert L. Edenfield
CAPITAL INVESTMENT ADVISORY SERVICES
RINCON, GA 31326
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CRD#: 2728646
Professional summary
Talbert Lamar Edenfield, CFP®, CLU® is a registered financial advisor currently at CAPITAL INVESTMENT ADVISORY SERVICES, LLC located in Rincon, Georgia and CAPITAL INVESTMENT GROUP, INC. located in Rincon, Georgia.
Talbert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Talbert has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. VISION FINANCIAL GROUP OF GA, LLC. OWNER. 5877 HWY 21 S, STE B, RINCON, GA 31326. DBA FOR FINANCIAL PLANNING SERVICES, INSURANCE AND INVESTMENT SALES AND MANAGEMENT. ACTIVITY IS INVESTMENT RELATED. 50 HRS/WK, DURING NORMAL TRADING HRS. 2. EDENFIELD FINANCIAL SERVICES, INC. PRESIDENT. 5877 HWY 21 S, STE B, RINCON, GA 31326. DBA FOR FINANCIAL PLANNING AND INVESTMENT/INSURANCE RELATED SERVICES. ACTIVITY IS INVESTMENT RELATED. 50 HRS/WK, DURING NORMAL TRADING HRS. 3. INDEPENDENT INSURANCE AGENT. PRODUCER. 5877 HWY 21 S, STE B, RINCON, GA 31326. INSURANCE SALES TO FINANCIAL PLANNING CLIENTS, TO INCLUDE LTC, LIFE, ANNUITY, DISABILITY, FIXED AND INDEXED ANNUITIES. ACTIVITY IS INVESTMENT RELATED. 10-20 HRS/WK, DURING NORMAL TRADING HRS.
CRS (Client Relationship Summary) - RIA
Click below to view Talbert Lamar Edenfield's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2003
Experience
Current
March 9, 2018 - Present
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
Office #1: 5877 Hwy 21 South Suite B, Rincon, GA 31326RIA
CRD#: 149124
RINCON, GA
Current
March 8, 2018 - Present
CAPITAL INVESTMENT GROUP, INC.
Office #1: 5877 Hwy 21 South Suite B, Rincon, GA 31326BD
CRD#: 14752
Rincon, GA
Past
April 26, 2012 - March 28, 2018
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
RINCON, GA
Past
April 19, 2012 - March 28, 2018
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
RINCON, GA
Past
November 14, 2005 - April 20, 2012
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
GUYTON, GA
Past
October 26, 2005 - April 20, 2012
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
GUYTON, GA
Past
October 17, 2003 - October 28, 2005
AMERICAN GENERAL SECURITIES INCORPORATED
RIA
CRD#: 13626
GUYTON, GA
Past
October 1, 2002 - October 28, 2005
AMERICAN GENERAL SECURITIES INCORPORATED
BD
CRD#: 13626
PHOENIX, AZ
Past
April 22, 1996 - October 1, 2002
AMERICAN GENERAL EQUITY SERVICES CORPORATION
BD
CRD#: 5435
HOUSTON, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
CAPITAL INVESTMENT ADVISORY SERVICES, LLC | WHETRO ADVISORS | TRUST COMPANY OF NORTH CAROLINA | THE WEALTH GROUP | THE PORTFOLIO MANAGEMENT GROUP | SENTINEL CAPITAL SOLUTIONS | RISING TIDE INC. | PIEDMONT PRIVATE WEALTH | MUMY FINANCIAL ADVISORS, LLC | MASONBORO ADVISORS | INTEGRATED ADVISORY SERVICES, LLC | CIC ADVISERS, LLC
CRD#: 149124 / SEC#: 801-69846
RIA
Registered Investment Advisory firm - (1/5/2009 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/8/2018)
RR
District of Columbia(6/22/2022)
RR
Florida(3/8/2018)
RR
Georgia(3/8/2018)
IAR
Georgia(3/9/2018)
RR
Massachusetts(3/8/2018)
RR
Michigan(3/8/2018)
RR
North Carolina(6/14/2018)
RR
Pennsylvania(8/6/2025)
RR
South Carolina(3/8/2018)
RR
Virginia(8/23/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
CAPITAL INVESTMENT ADVISORY SERVICES, LLC | WHETRO ADVISORS | TRUST COMPANY OF NORTH CAROLINA | THE WEALTH GROUP | THE PORTFOLIO MANAGEMENT GROUP | SENTINEL CAPITAL SOLUTIONS | RISING TIDE INC. | PIEDMONT PRIVATE WEALTH | MUMY FINANCIAL ADVISORS, LLC | MASONBORO ADVISORS | INTEGRATED ADVISORY SERVICES, LLC | CIC ADVISERS, LLC
CRD#: 149124 / SEC#: 801-69846
RIA
Registered Investment Advisory firm - (1/5/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 E. Six Forks Road Suite 200, Raleigh, NC 27609
Mailing Address
P.o. Box 32249, Raleigh, NC 27622
Phone number
(919) 831-2370
Established
Firm type
Fiscal year end
# of Employees
106
SEC notice filing (39 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 8,619 |
| AUM (Assets Under Management) | $ 1,930,938,262 |
Red Flags
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Company Information
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
CRD#: 149124Rincon, GA 31326TRUST BUT VERIFY
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