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Edward Francis Goepp

Capital Investment Advisors, LLC

Atlanta, GA

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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
Other Names
  • Eddie Goepp
  • Ed Goepp
  • Edward Francis Goepp
  • Edward Francis Goepp
  • Edward Francis Goepp

View on SEC IAPD

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EQUITY SERVICES, INC.

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FRANK THOMAS WATERSON
WILLIAM LEWIS LEVINE
CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

More in Atlanta, GA

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