Six Financial Advisers Join Capital Investment Team

Capital Investment Companies has added Charles Pendergraft II, John Zachary Carnes, Cort Meinelschmidt, Chelsea Miller, J. Marshall Culp III and James Beam as advisers. 

Pendergraft is president of The Pendergraft Group Planning and Asset Management LLC, which has offices in Charlotte and Hickory, North Carolina. He has his Series 7, 63 and 65 securities licenses as well as his Life, Accident & Health and Variable insurance licenses. Pendergraft was most recently with Merrill Lynch.

Carnes, who was most recently with HD Vest Investment Services, has his Series 6, 7 and 63 securities licenses. He is with Zack Carnes CPA, CFP LLC, based in Kennesaw, Georgia.

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Meinelschmidt is with Sentinel Capital Solutions in Hagerstown, Maryland, a registered investment adviser, which he began in 2011. He has his series 7, 63 and 66 securities licenses as well as Life and Health and Variable insurance licenses. Meinelschmidt was previously with WFG Investments Inc. and LPL Financial LLC.

Miller, who worked at Sentinel Capital Solutions with Meinelschmidt, was most recently affiliated with WFG Investments Inc. She has her series 7 and 63 securities licenses as well as Life and Variable insurance licenses.

Culp comes to Capital from H. Beck Inc., where he served as a registered representative. Culp is registered with Capital Investment Group Inc. and Capital Investment Advisory Services LLC, and is in Raleigh, North Carolina. He has his series 7, 63 and 65 securities licenses as well as Life, Accident/Health and Variable insurance licenses.

Beam is registered with Capital Investment Group Inc and will work at the Charter Financial Group office in Hickory, North Carolina. He has his series 7 and 63 securities licenses as well as Life, Accident/Health and Variable insurance licenses. Beam was most recently with Allstate Financial Services LLC.

Capital Investment  is one of the largest independent financial services and brokerage firms in the Southeast.

 

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