Gregory ClarkeCRD Number: 1378671
Current Firm: Capitol Securities Management, Inc.
Gregory Clarke (CRD# 1378671) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Reston, VA and has over 32 years of experience in the finance industry.
David Wealth Management, LLC
Palatine Advisors, Inc.
Planning Solutions Group, LLC
|Capitol Securities Management, Inc.||Mclean, VA||Apr 1999 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1985|
|S65||NASAA Investment Advisors Law Examination||Nov 1995|
Total Assets Under Management539MILLIONS
Total Number of Accounts1,789ACCOUNTS
Average Account Value$301,110
- 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
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV