Everett Andrew Wilkerson

Employer firm

Capital Investment Advisors, LLC CRD 158055

$8.21B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• GENERAL CONSULTING ENGAGEMENTS

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

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

Current Employers

Employment History

• 04/2012 → 01/2019
  Td Ameritrade
  Atlanta, GA
• 01/2019 → Present
  Capital Investment Advisors, Llc
  Atlana, GA
• 04/2019 → Present
  University Of Georgia
  Atlanta, GA

Previous Registrations

• 2012-04-26 → 2019-01-17
  Td Ameritrade, Inc.
  Atlanta, GA
• 2012-04-26 → 2019-01-17
  Td Ameritrade Investment Management, Llc
  Atlanta, GA
• 2009-03-11 → 2012-05-15
  Harrisdirect Llc
  Arlington, VA
• 2003-05-06 → 2004-01-05
  Ameriprise Financial Services, Llc
  Alpharetta, GA

Other Businesses

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

Exams

• S66 Uniform Combined State Law Examination
  2009-03-09

Designations

• Certified Financial Planner

Other Names

• Everett Andrew Wilkerson
• Everett Andrew Wilkerson