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CG

Clinton B. Galyean

CAPITAL INVESTMENT PARTNERS LLC
Gainesville, GA 30501
Some features on this profile are disabled
CRD#: 4468512
CG

Professional summary


Clinton Brian Galyean, who also goes by Brian Galyean, is a registered financial advisor currently at CAPITAL INVESTMENT PARTNERS LLC located in Gainesville, Georgia.

Clinton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Clinton has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Brian Galyean

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) CAPITAL INVESTMENT PARTNERS, LLC 204 WEST ACADEMY STREET, GAINESVILLE, GA 30501 - UNAFFILIATED RIA - OWNER/ADVISOR SINCE 8/2020 - APPROX 160 HRS/MO - FEE BASED COMPENSATION 2) GALYEAN INVESTMENT PROPERTIES, LLC 204 WEST ACADEMY STREET, GAINESVILLE, GA 30501 - RENTAL PROPERTIES - 100% OWNER SINCE 2005 - APPROX 10 HRS/MO - NET RENTAL INCOME

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Clinton Brian Galyean'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®
None

Experience


Current

July 31, 2020 - Present

CAPITAL INVESTMENT PARTNERS LLC

Office #1: 204 W. Academy Street, Gainesville, GA 30501
RIA
CRD#: 309469
Gainesville, GA
Past

February 27, 2017 - October 22, 2020

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 144426
GAINESVILLE, GA
Past

January 27, 2017 - October 22, 2020

INTERNATIONAL ASSETS ADVISORY, LLC

BD
CRD#: 10645
GAINESVILLE, GA
Past

June 30, 2006 - January 20, 2017

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA
CRD#: 15708
GAINESVILLE, GA
Past

November 11, 2005 - January 20, 2017

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
GAINESVILLE, GA
Past

September 22, 2004 - November 15, 2005

USALLIANZ SECURITIES, INC.

RIA
CRD#: 40875
GAINESVILLE, GA
Past

September 22, 2004 - November 15, 2005

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
MINNEAPOLIS, MN
Past

November 9, 2001 - September 24, 2004

PAN-AMERICAN FINANCIAL ADVISERS

BD
CRD#: 15578
NEW ORLEANS, LA

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.

Highlighted states indicate IAR registrations

IAR
Georgia
(7/31/2020)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/4/2002
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CI
CAPITAL INVESTMENT PARTNERS LLC
CAPITAL INVESTMENT PARTNERS LLC

CRD#: 309469 / SEC#:

Georgia
Registered Investment Advisory firm - (7/31/2020 Approved)
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Contact information


Main Address
204 W. Academy Street, Gainesville, GA 30501
Mailing Address
Phone number
(678) 622-1676
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts155
AUM (Assets Under Management)$ 41,229,430

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CAPITAL INVESTMENT PARTNERS LLC

CRD#: 309469Gainesville, GA 30501

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