Joel Stillman, financial advisor Mclean VA
96 score

Joel Stillman

CRD Number: 1066690
Current Firm: Capitol Financial Consultants, Inc.

Joel Stillman (CRD# 1066690) is an Investment Advisor Representative working at Capitol Financial Consultants, Inc. in Mclean, VA and has over 35 years of experience in the finance industry. Joel Stillman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sterling Wealth Management, Inc. Mclean, VA Oct 1999 - Current 18
Jojes, Inc. Mclean, VA Nov 1991 - Current 26
#ia Capitol Financial Consultants, Inc. Mclean, VA Jan 1988 - Current 30
Capitol Securities Management, Inc. Mclean, VA May 1985 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1982
Contact Info for Joel E. Stillman
Phone Number: 703-821-2000
Firm Website: http://capfin.net/
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    96
    MILLIONS
  • Total Number of Accounts
    236
    ACCOUNTS
  • Average Account Value
    $408,866
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MD, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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