Capital Investment Companies
Bo Nicholson, CFP®, CRPC® is a Financial Planner at Capital Investment Companies since May 2016, specializing in overseeing the financial needs of high net worth individuals, families, and business owners through a client-centric approach. Prior to this role, Bo served as a Financial Advisor at Merrill Lynch from March 2012 to April 2016, where responsibilities included client acquisition and comprehensive financial management, having graduated from the Practice Management Development (PMD) Program. Bo Nicholson earned a Bachelor of Business Administration (B.B.A.) from the University of Georgia - Terry College of Business in 2010 and has also attended NOLS in 2008.
Capital Investment Companies
Capital Investment Companies is primarily comprised of Capital Investment Group, Inc., and Capital Investment Brokerage, Inc., (two FINRA /SIPC Members) and Capital Investment Counsel, Inc. (an SEC registered Investment Advisor). Headquartered in Raleigh, N.C., for 30 years, Capital Investment Companies (www.cico.us) has been one of the largest independent financial services firms in the Southeastern United States. With their affiliates and strategic partners, the firm offers a wide variety of financial services to individuals, institutions and the CPA and banking community including: traditional investment brokerage, money management, investment banking, trust services, mortgage services, estate planning, insurance services, retirement plans and a community foundation.