ChooseAFinancialAdvisor.com
Advisors / North Carolina / Raleigh
39yrs

Devrin Avant

Financial advisor at Capital Investment Advisory Services

Devrin Avant has worked in the financial industry for 39 years and is a fiduciary financial advisor based in Raleigh, North Carolina. Devrin has been with Capital Investment Advisory Services since 2013; before that, Devrin spent eight years at CIC Advisers and less than a year at Park Avenue Securities. Capital Investment Advisory Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 1804 advisors with offices in Raleigh, and one of 1668 fiduciaries.

Raleigh, NC 27609Top 4% by experience in RaleighFiduciary advisor
Call the officeDirections

At a glance

Experience39 years (since 1987)
How that compares ?Top 4% by experience in Raleigh
Office100 E. Six Forks Road Suite 200, Raleigh, NC 27609
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$373,429
Advisors at the firm100
States licensed ?1 state

Services through Capital Investment Advisory Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2013 – now
  2. 2004 – 2012
    CIC Advisers, LLCPreviously
  3. Apr 2004 – Aug 2004
  4. 2000 – 2004
    C.P. Advisory ServicesPreviously

Questions to ask Devrin

Tailored to Devrin’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Devrin

How do I contact Devrin?

Call Capital Investment Advisory Services at 919-831-2370 and ask for Devrin Avant. Devrin works from the Raleigh, NC office.

How long has Devrin been a financial advisor?

Devrin has been in the industry since 1987, about 39 years. Top 4% by experience in Raleigh.

What licenses does Devrin hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Devrin a fiduciary?

Devrin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Devrin paid?

Capital Investment Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Devrin for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

Other advisors nearby

Ameriprise Financial Services
46yrs
David Nichols
Financial advisor
3600 Glenwood Ave Suite 130
Raleigh, NC 27612
Top advisor by experience in Raleigh
Fiduciary
Call Directions
Capital Investment Advisory Services
46yrs
Charles Upshaw
Financial advisor
100 E. Six Forks Road Suite 200
Raleigh, NC 27609
Top advisor by experience at Capital Investment Advisory Services
CFP®Fiduciary
Call Directions
Morgan Stanley
46yrs
A Morris
Financial advisor
1000 Social St Suite 1250
Raleigh, NC 27609
Top 1% by experience in Raleigh
Fiduciary
Call Directions
Level Four Advisory Services
46yrs
Kenyon Allman
Financial advisor
3901 Barrett Drive Suite 317
Raleigh, NC 27609
Top 1% by experience in Raleigh
Fiduciary
Call Directions
Morgan Stanley
46yrs
Glenn Henshaw
Financial advisor
3800 Glenwood Avenue Suite 500
Raleigh, NC 27612
Top 1% by experience in Raleigh
CFAFiduciary
Call Directions
Capital Investment Advisory Services
46yrs
William Rogers
Financial advisor
100 E. Six Forks Road Suite 200
Raleigh, NC 27609
Top 1% by experience in Raleigh
PlanningInvesting
Call Directions

See all advisors near Raleigh