CAPITAL INVESTMENT SOLUTIONS - Key Persons


David Roberts

Job Titles:
  • Operations Manager
David is the Operations Manager at Capital Investment Solutions, Inc. and joined the firm in 2007. He has 15+ years of experience in the banking, mortgage, and finance industry. His role includes managing client services and running the day to day account and business operations.

James Nelsen - Founder, President

Job Titles:
  • Founder
  • Investment Advisor
  • President
  • Principal
  • President, LPL Financial Advisor
Jim is the founder and president of Capital Investment Solutions, Inc. He is a graduate of Western Washington University and received his degree in Business with an emphasis in Personal Finance. Upon graduation he entered the financial services industry joining First Investors Corporation as a registered representative in 1990.