Joseph Burke Freedland

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

• 10/2012 → Present
  Capital Investment Companies
  Raleigh, NC

Other Businesses

1. RENTAL PROPERTY, OWNER. 1206 BANBURY ROAD, RALEIGH, NC 27607. NOT INVESTMENT RELATED. STARTED 2013. MANAGEMENT OF RENTAL PROPERTY. 10 HRS/WK, 0 HRS DURING NORMAL TRADING HRS. 2. LESLIE KENNEDY TESTAMENTARY TRUST. TRUSTEE. NO COMPENSATION, NOT INVESTMENT RELATED. FIRM APPROVAL RECEIVED 6/2020, TRUST NOT ACTIVE AT THIS TIME. 0 HRS/WK, 0 HRS DURING NORMAL TRADING HRS. 3. HBD PROPERTIES, LLC. MANAGING MEMBER. 6300 TOWLES RD., WILMINGTON, NC 28409. STARTED 2/2021. PARTNERSHIP THAT OWNS RENTAL REAL ESTATE. ROLE IS TO MAKE MANAGEMENT DECISIONS IN REGARDS TO THE RENTAL PROPERTY. 0 HRS/WK, 0 HRS DURING NORMAL TRADING HRS. 4. GST EXEMPT TRUST FOR IRWIN FREEDLAND. CO-TRUSTEE. STARTED 12/2023. 7231 AIRLIE PL, WILMINGTON, NC 28403. 0 HRS/WK, 0 DURING NORMAL TRADING HRS. ACTIVITY IS INVESTMENT RELATED.

Exams

• S66 Uniform Combined State Law Examination
  2015-07-11

Designations

• Certified Financial Planner

Other Names

• Burke Freedland