David
Spiker

Capitol Securities Management, Inc

CRD#432149
Investment Advisor
in Reston, VA

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About this Advisor

David Spiker is a financial advisor based in Reston, Virginia, working with Capitol Securities Management, Inc. David has previously held positions at Capitol Securities Management, Inc, The Lincoln National Life Insurance Company, Lincoln Financial Advisors Corporation, David A Spiker Chfc (Self Employed), and #Ia Capitol Securities Management, Inc. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, David is part of Capitol Securities Management, Inc, which operates out of Reston, Virginia. 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

12100 Sunset Hills Road Suite 100
Reston, VA 20190

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Capitol Securities Management, Inc Brokerage Details

Total Assets Under Management

$1,402,537,067

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

177

VA Average: 32
Total Number of Accounts

3,470

VA Average: 1,458
Average Account Size

$404,189

VA 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

David Spiker Work History

1994 - Present (30 years)

#Ia Capitol Securities Management, Inc

1986 - Present (38 years)

Capitol Securities Management, Inc

1986 - Present (38 years)

David A Spiker Chfc (Self Employed)

1983 - Present (41 years)

The Lincoln National Life Insurance Company

1983 - Present (41 years)

Lincoln Financial Advisors Corporation

Disclosures

Please visit the SEC profile of David Spiker 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

Robert Green
Marmora, NJ
James Cashmore
Glen Allen, VA
Ashley Gilfus
Rochester, NY
Jane Whittemore
Glen Allen, VA
Timothy Scherwa
Melville, NY
Robert Mckoy
Glen Allen, VA
Gary Kazanjian
Glastonbury, CT
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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