James
Cashmore
Capitol Securities Management, Inc
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About this Advisor
James Cashmore is a financial advisor based in Glen Allen, Virginia, working with Capitol Securities Management, Inc. James has previously held positions at Odeon Capital Group LLC, Clearview Trading Advisors, Inc, National Alliance Securities, LLC, Multi-Bank Securities, Inc, Franklin/Templeton Distributors, Inc, and Capitol Securities Management, Inc. James has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, James is part of Capitol Securities Management, Inc, which operates out of Glen Allen, 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
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
James Cashmore Work History
Capitol Securities Management, Inc
Franklin/Templeton Distributors, Inc
National Alliance Securities, LLC
Multi-Bank Securities, Inc
Clearview Trading Advisors, Inc
Odeon Capital Group LLC
Disclosures
Please visit the SEC profile of James Cashmore 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
Melville, NY
Glen Allen, VA
Marmora, NJ
Glastonbury, CT
Rochester, NY
Glen Allen, VA
Glen Allen, VA
Glen Allen, VA
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