MD
MD

Murray Duggins

21 Years of Experience
Fayetteville, NC
Broker

Murray Duggins is a registered investment advisor at Capital Investment Advisory Services, LLC, based in Fayetteville, NC, with 21 years of industry experience. Murray 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
105 advisors
Number of Clients
5,673 clients
Average Client Portfolio
$340K average
Assets Under Management
$1.9B

Fee Structure

Minimum Annual Fee:$500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

210 Fairway Drive, Suite 101, Fayetteville, NC, 28305

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Murray owns a family business, United Realty, a management company that has been in business since 2012. Murray spends about half their time on this activity, and less than that during normal trading hours.

Employment History
Current Registrations
Capital Investment Group, INC.Broker
November 2021 - Present · 4 yrs 10 mos
Capital Investment Advisory Services, LLC
November 2021 - Present · 4 yrs 10 mos
Previous Registrations
Capital Investment Advisory Services, LLC
June 2017 - November 2019 · 2 yrs 5 mos
Capital Investment Group, INC.Broker
June 2017 - November 2019 · 2 yrs 5 mos
Cape Fear Securities, INC.Broker
October 2012 - September 2015 · 2 yrs 11 mos
Cape Fear Securities, INC.
October 2012 - September 2015 · 2 yrs 11 mos
Cambridge Investment Research Advisors, INC.
April 2012 - July 2012 · 3 mos
Cambridge Investment Research, INC.Broker
April 2012 - July 2012 · 3 mos
Bb&t Investment Services, INC.Broker
November 2002 - January 2012 · 9 yrs 2 mos
Bb&t Investment Services, INC.
November 2002 - January 2012 · 9 yrs 2 mos
UBS Painewebber INC.
December 2001 - December 2002 · 1 yr
UBS Painewebber INC.Broker
November 2000 - December 2002 · 2 yrs 1 mo
State Registrations1 state
NC
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Murray Duggins - Financial Advisor | TrueAdvisor