Mark
Outten

Capitol Securities Management, Inc

CRD#2595283
Investment Advisor
in Salisbury, MD

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About this Advisor

Mark Outten is a financial advisor based in Salisbury, Maryland, working with Capitol Securities Management, Inc. Mark has previously held positions at First National Bank Of Md, Allfirst Brokerage Corporation, Lpl Financial, LLC, Capitol Securities Management, Inc, and M&T Securities, Inc. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland. Currently, Mark 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

Series 63, Series 65, Chartered Financial Consultant

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

31400 Winterplace Parkway Suite 100
Salisbury, MD 21804

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Capitol Securities Management, Inc Brokerage Details

Total Assets Under Management

$1,402,537,067

MD Average: $1,835,309,194
Total Number of Employees

177

MD Average: 32
Total Number of Accounts

3,470

MD Average: 1,458
Average Account Size

$404,189

MD Average: $1,258,785

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

Mark Outten Work History

2020 - Present (4 years)

Capitol Securities Management, Inc

2016 - 2020 (4 years)

Lpl Financial, LLC

2003 - 2016 (13 years)

M&T Securities, Inc

1996 - 2016 (20 years)

First National Bank Of Md

1996 - 2016 (20 years)

Allfirst Brokerage Corporation

Disclosures

Please visit the SEC profile of Mark Outten 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

Ashley Gilfus
Rochester, NY
Gary Kazanjian
Glastonbury, CT
Robert Green
Marmora, NJ
Jane Whittemore
Glen Allen, VA
Robert Mckoy
Glen Allen, VA
Timothy Scherwa
Melville, NY
James Cashmore
Glen Allen, VA
Angelia King
Glen Allen, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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