Joshua Stillman (CRD# 6421604) is an Investment Advisor Representative working at Capitol Financial Consultants, Inc. in Mclean, VA and has over 9 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capitol Financial Consultants Inc. | Mclean, VA | Nov 2014 - Current | 9 |
| 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 |
- VA
-
Total Assets Under Management203MILLIONS
-
Total Number of Accounts361ACCOUNTS
-
Average Account Value$562,063
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
MD, VA
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