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Kristin Beth Curcio

Capital Investment Advisors, LLC

Atlanta, GA

CRD 3163071

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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
TX RA APPROVED_RES 2019-05-07
GA RA APPROVED 2015-12-18
  • TX RA
    APPROVED_RES
    Since 2019-05-07
  • GA RA
    APPROVED
    Since 2015-12-18

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
Capital Investment Advisors, Llc Atlanta GA 01/2016 Present
Capital Investment Advisors, Llc Atlanta GA 01/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-14
  • S65 Uniform Investment Adviser Law Examination
    2015-12-14
Other Names
  • Kristin Beth Louer

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

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