Joshua
Thomas
Capitol Securities Management, Inc
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About this Advisor
Joshua Thomas is a financial advisor based in Salisbury, Maryland, working with Capitol Securities Management, Inc. Joshua has previously held positions at Capitol Securities Management, Inc and Jm Property Investments LLC. Joshua has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland. Currently, Joshua is part of Capitol Securities Management, Inc, which operates out of Salisbury, Maryland. The firm has 37 offices and 177 employees. The firm manages assets totaling $1.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Capitol Securities Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capitol Securities Management, Inc Brokerage Details
$1,402,537,067
177
3,470
$404,189
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
Joshua Thomas Work History
Jm Property Investments LLC
Capitol Securities Management, Inc
Disclosures
Please visit the SEC profile of Joshua Thomas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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