Carlton William Blanton

Employer firm

Capital Investment Advisory Services, LLC CRD 149124

$2.39B regulatory AUM 217 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2000 → Present
  Capital Investment Group, Inc.
  Raleigh, NC

Other Businesses

1) INSURANCE AGENT WITH BLANTON FINANCIAL GROUP ENGAGING IN INSURANCE SALES AND SERVICE. SPEND APPROXIMATELY 40 HOURS/MO WITH SUCH ACTIVITY, MOST OF WHICH IS DURING NORMAL TRADING HOURS. LOCATED AT OFFICE OF EMPLOYMENT ADDRESS. INVESTMENT-RELATED BUSINESS PER NASD DEFINITION. ACTIVITY BEGUN IN 1999. 2) SERVE AS A OWNER IN BHK INVESTMENTS, LLC WHICH OWNS OFFICE BUILDING. MINIMAL TIME SPENT ON THIS ACTIVITY, LESS THAN 2 HRS/MO, SOME DURING NORMAL TRADING HOURS. LOCATED AT OFFICE OF EMPLOYMENT ADDRESS. INVESTMENT-RELATED PER NASD DEFINITION. ACTIVITY BEGUN IN 2000. 3) JANICE M DUNN, CO-TRUSTEE ON GREAT AUNT'S ACCOUNTS. YES - INVESTMENT RELATED.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-01-12

Designations

• Certified Financial Planner