James
Day
Capitol Securities Management, Inc
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About this Advisor
James Day is a financial advisor based in Reston, Virginia, working with Capitol Securities Management, Inc. James has previously held positions at Capitol Securities Management, Inc, Eastern Point Trust Svcs, Lpl Financial, LLC, and Capitol Securities Management. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, James 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
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 Day Work History
Capitol Securities Management
Eastern Point Trust Svcs
Lpl Financial, LLC
Capitol Securities Management, Inc
Disclosures
Please visit the SEC profile of James Day 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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