A Strategic Partnership for Wealth Solutions
First Carolina Bank is proud to offer customers Wealth Management services, by utilizing the affiliates within Capital Investment Companies. Through their affiliated broker-dealers and investment advisory firm, Capital Investment is able to offer you, our customer, individual solutions, designed to meet your specific financial goals. You may gain access to a diverse selection of investment and financial services for every goal and stage of your life.
Products & Services Offered Through Capital Investment:
- Common Stocks
- Preferred Stocks
- Corporate Bonds
- Unit Investment Trusts
- Mutual Funds
- Government Securities
- Limited Partnerships
- Retirement Plans
- Investment Advisory Services
- Portfolio Review
- Estate Planning
- Corporate Finance
Capital Investment Companies is an unregistered trade name for the following affiliated firms: Capital Investment Brokerage, Inc., Capital Investment Group, Inc., and Capital Investment Advisory Services, LLC.
Asset management services offered through Capital Investment Advisory Services, LLC, a SEC-registered Investment Adviser.
Securities offered through Capital Investment Brokerage, Inc., Member FINRA/SIPC
100 E. Six Forks Road, Suite 200; Raleigh, NC 27609 (919) 831-2370 FINRA BrokerCheck
Notice: About Our Relationships with Capital Investment Brokerage, Inc. and Capital Investment Group, Inc.:
Capital Investment Brokerage, Inc. and Capital Investment Group, Inc. (hereinafter referred to as "Capital Investment") entered into an agreement with First Carolina Bank to provide services at First Carolina Bank locations. Registered Representatives, independent contractors and employees of Capital Investment are not associates of First Carolina Bank, nor do they sell or otherwise represent bank products.
Non-deposit investment and insurance products and services that are offered by Capital Investment and/or related agencies are:
- NOT INSURED BY THE FDIC
- NOT DEPOSITS IN OR OBLIGATIONS OF FIRST CAROLINA BANK
- NOT GUARANTEED BY FIRST CAROLINA BANK
- SUBJECT TO RISK, INCLUDING THE POSSIBLE LOSS OF INVESTMENT PRINCIPAL