William Nease, financial advisor Martinsville VA

William Nease

CRD Number: 345470
Current Firm: Capitol Securities Management, Inc.

William Nease (CRD# 345470) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Martinsville, VA and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Capitol Securities Management, Inc. Glen Allen, VA May 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1987
Contact Info for William W. Nease
Phone Number: 888-612-1484
Firm Website: http://www.oftring.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    1,403
    MILLIONS
  • Total Number of Accounts
    3,470
    ACCOUNTS
  • Average Account Value
    $404,189
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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