George
Gagnon
Capitol Securities Management, Inc
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About this Advisor
George Gagnon is a financial advisor operating out of Tampa, Florida with a total of 2 years of relevant experience. Gagnon currently works for Capitol Securities Management, Inc. They have spent their entire employment at Capitol Securities Management, Inc. Gagnon maintains Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida. Capitol Securities Management, Inc is a registered investment company based out of Glen Allen, VA. It has offices in 40 locations and a total of 175 advisors. It controls $1 billion in assets under management between its 3,202 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 10 charitable organizations. Of its 3,202 client accounts, 32% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Capitol Securities Management, Inc performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules depend on the type of services. However, fees charged by Capitol Securities Management, Inc can be comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capitol Securities Management, Inc Brokerage Details
$1,285,947,379
175
3,202
$401,608
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
George Gagnon Work History
George has been registered as a financial advisor for 2 years.*
Capitol Securities
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of George Gagnon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capitol Securities Management, Inc
Toms River, NJ
Glen Allen, VA
Glen Allen, VA
Salisbury, MD
Wellesley, MA
Glen Allen, VA
Leesburg, VA
Wellesley, MA
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