Capital Investment Advisors LLC Has $29.34 Million ... - MarketBeat

3 days ago · Capital Investment Advisors LLC raised its position in shares of Deere & Company (NYSE:DE - Free Report) by 3.8% in the fourth quarter, according to its most recent disclosure …

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Capital Investment Advisors LLC Has $29.34 Million ... - MarketBeat

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3 days ago · Capital Investment Advisors LLC raised its position in shares of Deere & Company (NYSE:DE - Free Report) by 3.8% in the fourth quarter, according to its most recent disclosure …

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Capital Investment Advisors LLC Has $3.34 Million Stake In

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2 days ago · Capital Investment Advisors LLC boosted its position in shares of Applied Materials, Inc. (NASDAQ:AMAT - Free Report) by 160.0% during the fourth quarter, according to its most …

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Capital Investment Advisors LLC Has $13.91 Million Stake

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3 days ago · Capital Investment Advisors LLC boosted its holdings in shares of Visa Inc. (NYSE:V - Free Report) by 14.8% during the fourth quarter, according to its most recent Form 13F filing …

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10 Best Financial Advisors In New Jersey | 2021-2022 Ranking

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Oct 10, 2017 · This fee-only NJ wealth management firm works with individuals, families, trusts, institutions, and philanthropic organizations who typically have at least $1 million in investment …

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Capital Investment Advisors LLC Lowers Stock Holdings In

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3 days ago · Capital Investment Advisors LLC lowered its stake in Target Co. (NYSE:TGT - Free Report) by 15.0% during the fourth quarter, according to the company in its most recent …

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Capital Investment Advisors LLC Grows Stake In QUALCOMM

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3 days ago · Capital Investment Advisors LLC boosted its position in QUALCOMM Incorporated (NASDAQ:QCOM - Free Report) by 2.0% during the 4th quarter, according to its most recent …

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Capital Investment Advisors LLC Has $8.75 Million Stock

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3 days ago · Capital Investment Advisors LLC decreased its position in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 27.8% in the 4th quarter, according to the company in its …

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Capital Investment Advisors LLC Buys 3,949 Shares Of Meta

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3 days ago · Capital Investment Advisors LLC increased its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 18.8% in the fourth quarter, according to the company in …

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Capital Investment Advisors LLC Has $14.02 Million Stake

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3 days ago · Capital Investment Advisors LLC trimmed its holdings in shares of Bristol-Myers Squibb (NYSE:BMY - Free Report) by 4.5% during the 4th quarter, according to its most …

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Capital Investment Advisors LLC Increases Stock Holdings

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Nov 19, 2024 · Capital Investment Advisors LLC raised its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 8.4% in the 3rd quarter, according to the company in its …

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Prime Capital Investment Advisors LLC Has $97.98 Million

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Dec 23, 2024 · Prime Capital Investment Advisors LLC boosted its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 7.0% in the 3rd quarter, according to …

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Prime Capital Investment Advisors LLC Sells 22,854 Shares

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Nov 14, 2024 · Prime Capital Investment Advisors LLC lessened its holdings in shares of Medtronic plc (NYSE:MDT - Free Report) by 50.6% during the 3rd quarter, according to the …

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FAQs about Capital Investment Advisors LLC Has $29.34 Million ... - MarketBeat Coupon?

Who owns advisors Capital Management?

The merged firm became Advisors Capital Management, and it remains majority-owned by Lieberman. The firm’s senior economic advisor is Dr. Alan Greenspan, who served as the chairman of the U.S. Federal Reserve from 1987 to 2006. Advisors Capital Management provides most of the services that typical financial advisor firms do. ...

What services does advisors Capital Management provide?

Advisors Capital Management provides most of the services that typical financial advisor firms do. Its services include budget and cash flow planning, investment management, retirement planning, estate planning and insurance analysis. ...

Is advisors Capital Management a conflict of interest firm?

The team at Advisors Capital Management includes chartered financial analysts (CFAs) and one MBA. Certain advisors at the firm also sell insurance and earn commissions from sales, which is a potential conflict of interest. That said, the firm is legally bound by its fiduciary duty to act in clients' best interests at all times. ...

Who are the CEOs of a financial advisor firm?

Leadership also includes Douglas R. Roth and Joseph J. Russo, both holding the position of Co-Chairman, and Edward A. Majitenyi, who is the President. Today, the firm manages more than $1.6 billion in assets under management (AUM) across 43 advisors. ...