Loree
Harpole
Capitol Securities Management, Inc
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About this Advisor
Loree Harpole is a financial advisor who works in Rochester, New York, with a total of 1 year of industry experience. Harpole is an employee of Capitol Securities Management, Inc. Harpole has gained experience at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Tutoring By Loree, Harpoleart Studio, Daystar For Medically Fragile Children, Resolve Of Greater Rochester, Legend Equities Corporation, Lincoln Investment and Capitol Securities Management, Inc. Harpole has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in New York. Capitol Securities Management, Inc is a business headquartered in Glen Allen, VA. The investment advisory business has offices in 40 locations and a total of 175 financial advisors. It manages $1 billion in assets between its 3,202 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advisory services to 10 charities and foundations. Of its 3,202 accounts, 32% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Capitol Securities Management, Inc provides a diverse array 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. Fees charged by financial advisors usually are based on the services provided. However, fees charged by Capitol Securities Management, Inc can include 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
Loree Harpole Work History
Loree has been registered as a financial advisor for 1 years.*
Capitol Securities Management, Inc
Harpoleart Studio
Lincoln Investment
Legend Equities Corporation
Daystar For Medically Fragile Children
Tutoring By Loree
Various Insurance Carriers For W&R Insurance Agencies
Waddell & Reed, Inc
Resolve Of Greater Rochester
*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 Loree Harpole 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
Glen Allen, VA
Salisbury, MD
Tampa, FL
Leesburg, VA
Wellesley, MA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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