Joshua StillmanCRD Number: 6421604
Current Firm: Capitol Financial Consultants, Inc.
Joshua Stillman (CRD# 6421604) is an Investment Advisor Representative working at Capitol Financial Consultants, Inc. in Mclean, VA and has over 2 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Capitol Financial Consultants Inc.||Mclean, VA||Nov 2014 - Current||2|
|Stategy&, Inc.||Dallas, TX||Aug 2006 - Oct 2014||8|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2014|
|S63||Uniform Securities State Law Examination||Aug 2014|
Total Assets Under Management91MILLIONS
Total Number of Accounts213ACCOUNTS
Average Account Value$426,894
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses