Best Investors Account Sign in
Inactive

Edward Francis Goepp

Capital Investment Advisors, LLC

Atlanta, GA

CRD 5476519

Claim This Profile
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:

Current Employers
Capital Investment Advisors, Llc

10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2019-01-03
TX RA APPROVED 2018-12-21
  • GA RA
    APPROVED
    Since 2019-01-03
  • TX RA
    APPROVED
    Since 2018-12-21

Branch Locations

10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wela Strategies, Llc Atlanta GA 09/2012 02/2017
Wela Strategies, Inc. Atlanta GA 02/2017 12/2025
Capital Investment Advisors, Llc Atlanta GA 01/2019 Present
  • 09/2012 → 02/2017
    Wela Strategies, Llc
    Atlanta, GA
  • 02/2017 → 12/2025
    Wela Strategies, Inc.
    Atlanta, GA
  • 01/2019 → Present
    Capital Investment Advisors, Llc
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-12-21
S63 Uniform Securities Agent State Law Examination 2008-03-07
  • S65 Uniform Investment Adviser Law Examination
    2011-12-21
  • S63 Uniform Securities Agent State Law Examination
    2008-03-07
Designations
  • Certified Financial Planner
Other Names
  • Eddie Goepp
  • Ed Goepp
  • Edward Francis Goepp
  • Edward Francis Goepp
  • Edward Francis Goepp

View on SEC IAPD

Nearby Firms

LIQUID STRATEGIES, LLC
HB WEALTH
BISON WEALTH, LLC

Nearby Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON

Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA

More in Atlanta, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor