Timothy Hucks
Timothy Hucks is a registered investment advisor at Capital Investment Advisory Services, LLC, based in Chapel Hill, NC, with 43 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 5,673 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The standard fee is 2% annually, but it may be negotiable. CIAS may also recommend third-party managed accounts, where fees are determined by the third-party provider, but the total combined advisory fee should not exceed 2%.
Fee Estimator
Location
Chapel Hill, NC
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Regulatory History (1)
Customer Dispute
November 2022Other Business ActivitiesSells Insurance
Timothy is an insurance agent providing insurance services and sales, dedicating about 10-20% of his time. He also serves as treasurer for the Kiwanis Club of Hillsborough, spending minimal time on this activity.
Employment History
Current Registrations
Capital Investment Advisory Services, LLC
Capital Investment Group, INC.Broker
Previous Registrations
Wilbanks, Smith & Thomas Asset Management, LLC
Programmed Equities CorporationBroker
Securities Service Network, INC.Broker
Pml Securities CompanyBroker
Lowry Financial Services CorporationBroker
John Hancock Distributors, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.