CB Capital Investment Group
At CB Capital Investment Group we strive to fully understand our clients' needs and long term goals and then develop comprehensive recommendations structured to help clients appropriately invest and diversify their holdings.
Through our Financial Consultants partnership with LPL Financial, CB Capital Investment Group is able to offer clients access to sophisticated financial, insurance, estate planning services and to many other specialized financial services and products including1:
- Individual Retirement Accounts
- Business Retirement Plans
- Wealth Management Platforms
- Life Insurance
- Long Term Care
- CB Capital Investment Group Brochure
To learn more about our comprehensive financial services1 and speak with or setup a complimentary financial review, please contact the Financial Consultant near you.
|Tim Lawson||6290 Towncenter Drive
Clemmons, NC 27012
|Adam Morrison||445 S. Main Street
Burlington, NC 27215
|Chad Trevithick||9632 Chapel Hill Rd.
Morrisville, NC 27560
|David Ward||4901 Glenwood Avenue
Raleigh, NC 27612
|Bryson McKinney||500 South Stratford Rd.
Winston-Salem, NC 27103
|Joshua Tallent||1751 Hendersonville Rd.
Asheville, NC 28803
|Blake J. Greiter||12217 Capital Blvd.
Wake Forest, NC 27587
|Skyler Harrison||255E Independence Blvd.
Mount Airy, NC 27030
|Judith Grooms||215 North Pine Street
Spartanburg, SC 29302
|Tillman Meetze||1320 Main Street, Suite 175
Columbia, SC 29201
|Attila Gaal||121 Alhambra Plaza, Suite 100
Coral Gables, FL 33134
|Wil Pena||80900 Overseas Hwy, P.O. Box 1000
Islamorada, FL 33036
|Joe Frost||5000 Kingston Pike
Knoxville, TN 37919
|Bill Morgan||710 Nashville Pike
Gallatin, TN 37066
|Chris O'Dell||3015 E. Andrew Johnson Hwy
Greeneville, TN 37744
|Anthony Sheffield||422 Main Street
Spring Hill, TN 37174
|Will Campbell||901 West State Street
Bristol, VA 27201
The investment products sold through LPL Financial are not insured Capital Bank, N.A. deposits and are not FDIC insured. These products are not obligations of Capital Bank, N.A. and are not endorsed, recommended or guaranteed by Capital Bank, N.A. or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
|• Are Not FDIC Insured||• Are Not Bank Guaranteed||• May Lose Value|
|• Are Not Deposits||• Are Not Insured by Any Federal Government Agency||• Are Not a Condition to Any Banking Service or Activity|
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CT, FL, GA, IL, KY, LA, MA, MD, MI, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT and WA.