Dionne Cornelius Thompson

Employer firm

Capital Investment Advisors CRD 118269

$302M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2011 → 11/2018
  Edelman Financial Services
  Fairfax, VA
• 04/2016 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 11/2018 → 07/2020
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA
• 08/2020 → 05/2021
  N/A
  N/A, DE
• 05/2021 → 10/2021
  Facet Wealth
  Baltimore, MD
• 10/2021 → 01/2022
  N/A
  N/A, DE
• 01/2022 → Present
  Capital Investment Advisors, Inc.
  Washington D C, DC

Previous Registrations

• 2018-11-01 → 2020-08-07
  Edelman Financial Engines
  Fairfax, VA
• 2011-07-01 → 2018-11-01
  Edelman Financial Services, Llc
  Fairfax, VA
• 2004-07-16 → 2011-07-12
  Capital Investment Advisors
  Washington, DC
• 2003-05-07 → 2003-09-29
  Lincoln Financial Distributors, Inc.
  Hartford, CT

Exams

• S66 Uniform Combined State Law Examination
  2003-04-23

Other Names

• Dionne Cornelius Jones
• Dionne Cornelius Thompson
• Dionne Angelique Cornelius
• Dionne Angelique Cornelius Thompson