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Kevin Rodgers

Investment Adviser Representative at Capital Investment Advisors, LLC

Tampa, FLCRD #6837269Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kevin Rodgers is an investment adviser representative with Capital Investment Advisors, LLC in Tampa, FL, where they have been registered since 2022. They have worked in the securities industry since 2018 and were previously registered with Edward Jones. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Florida and Texas.

Office

2502 N. Rocky Point Drive, Ste. 675
Tampa, FL 33607

Advisors at this office: 5

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/24/2022
Series 66
Uniform Combined State Law Examination
Passed 10/7/2017
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/19/2017

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Capital Investment Advisors, LLCCurrent
4/6/2022 – Tampa, FL
Edward Jones
10/10/2017 – 8/13/2019Clearwater, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Capital Investment Advisors
    May 2026 – no end date reportedTampa, FL
  2. Edward Jones
    Aug 2017 – Sep 2019St Louis, MO
  3. Baltimore Brigade
    Feb 2017 – Mar 2017Baltimore, MD
  4. Southern Bancorp Bank
    May 2016 – Dec 2016Arkadelphia, AR
  5. Henderson State University
    Jun 2010 – Dec 2016Arkadelphia, AR
  6. Unemployed
    Apr 2017 – Jul 2017Arkadelphia, AR
  7. Franklin Templeton Distributors Inc.
    Jan 2020 – Jul 2021St. Petersburg, FL
  8. Unemployed
    Oct 2019 – Dec 2019Palm Harbor, FL
  9. Franklin Templeton Distributors, LLC
    Jul 2021 – Feb 2022St. Petersburg, FL
  10. Capital Investment Advisors
    Mar 2022 – May 2026Tampa, FL

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Capital Investment Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
57
Offices listed on AdvisorFinder:
8
Main office:
Atlanta, GA
SEC file number:
801-72532

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 6, 2026

View full firm profile

Other advisors at Capital Investment Advisors, LLC

Showing 12 of 57 in the directory

View Capital Investment Advisors, LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kevin Rodgers has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Kevin Rodgers (Capital Investment Advisors) | AdvisorFinder