Everett A. Wilkerson

CAPITAL INVESTMENT ADVISORS

Atlanta, GA 30328

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CRD#: 4615120

Professional summary

Everett Andrew Wilkerson, CFP®, who also goes by Everett Andrew Wilkerson Mr, is a registered financial advisor currently at CAPITAL INVESTMENT ADVISORS, LLC located in Atlanta, Georgia.

Everett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Everett has worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Everett Andrew Wilkerson Mr

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.

Name of Outside Business:University of Georgia; Investment Related:Yes; Address of Outside Business:Atlanta, Georgia; Nature of Outside Business:Educational Provider; Position:Instructor; Start Date:4/1/2019; Hours per month: 10-20

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Everett Andrew Wilkerson's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2017

Experience

Current

January 11, 2019 - Present

CAPITAL INVESTMENT ADVISORS, LLC

Office #1: 10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328

RIA

CRD#: 158055

Atlanta, GA

Past

April 26, 2012 - January 17, 2019

TD AMERITRADE, INC.

RIA

CRD#: 7870

ATLANTA, GA

Past

April 26, 2012 - January 17, 2019

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

ATLANTA, GA

Past

April 25, 2012 - January 17, 2019

TD AMERITRADE, INC.

CRD#: 7870

ATLANTA, GA

Past

March 11, 2009 - May 15, 2012

HARRISDIRECT LLC

RIA

CRD#: 42159

ARLINGTON, VA

Past

February 3, 2004 - May 15, 2012

E*TRADE SECURITIES LLC

CRD#: 29106

ALPHARETTA, GA

Past

May 6, 2003 - January 5, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

ALPHARETTA, GA

Past

March 12, 2003 - January 5, 2004

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

March 12, 2003 - January 5, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

CAPITAL INVESTMENT ADVISORS, LLC

CRD#: 158055 / SEC#: 801-72532

RIA

Registered Investment Advisory firm - (7/7/2011 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.

Highlighted states indicate IAR registrations

IAR

Georgia
(1/11/2019)

IAR

Texas
(10/5/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/9/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/10/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/2/2009

General Securities Principal Examination

Current Firm

CAPITAL INVESTMENT ADVISORS, LLC

CRD#: 158055 / SEC#: 801-72532

RIA

Registered Investment Advisory firm - (7/7/2011 Approved)

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Contact information

Main Address

10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328

Mailing Address

Phone number

(404) 531-0018

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAPITAL INVESTMENT ADVISORS LLC (8/14/2025)

Regulatory assets under management

Total Number of Accounts	13,529
AUM (Assets Under Management)	$ 6,298,397,792

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/16/2025	Cover Page	Report
10/15/2024	Cover Page	Report
10/24/2023	Cover Page	Report
12/20/2022	Cover Page	Report

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.

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Everett A. Wilkerson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Everett Andrew Wilkerson's CRS (Customer Relationship Summary).

Certified licenses

Experience

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

HARRISDIRECT LLC

E*TRADE SECURITIES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

CAPITAL INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/9/2009

SIE

Date: 10/1/2018

Series 7

Date: 3/10/2003

Series 24

Date: 2/2/2009

Current Firm

CAPITAL INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CAPITAL INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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