Joel
Stillman
Capitol Financial Consultants, Inc
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About this Advisor
Joel Stillman is a certified financial planner who works in Mc Lean, Virginia with 34 years of industry experience. Stillman is an advisor for Capitol Financial Consultants, Inc. Over the course of their career, they have held roles at Sterling Wealth Management, Inc, Jojes, Inc, #Ia Capitol Financial Consultants, Inc and Capitol Securities Management, Inc. Stillman has a Series 63 license, certifying them as a securities agent, and can operate in Virginia. Capitol Financial Consultants, Inc is a registered investment firm that has its headquarters in Mc Lean, VA. It handles $170 million in assets among its 363 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 363 client accounts, 51% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The business offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees usually are based on which services are provided. Fees billed by Capitol Financial Consultants, Inc can include any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capitol Financial Consultants, Inc Brokerage Details
$170,002,502
3
363
$468,326
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Joel Stillman Work History
Joel has been registered as a financial advisor for 34 years.*
Sterling Wealth Management, Inc
Jojes, Inc
#Ia Capitol Financial Consultants, Inc
Capitol Securities Management, Inc
*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 Joel Stillman 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 Financial Consultants, Inc
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
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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.
