Thurston Spaulding (CRD# 4602728) is an Investment Advisor Representative working at Ategra Capital Management, LLC in Vienna, VA and has over 20 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Ategra Capital Management, LLC | Vienna, VA | May 2019 - Current | 4 |
The Spaulding Financial Company, LLC | Alexandria, VA | Mar 2006 - Current | 18 |
Capital Fiduciary Advisors, LLC | Alexandria, VA | Feb 2014 - Apr 2019 | 5 |
Investment Professionals Inc. | Alexandria, VA | Feb 2014 - Nov 2017 | 3 |
Access Capital Management, LLC | Alexandria, VA | Feb 2014 - Nov 2017 | 3 |
Cetera Advisor Networks LLC | Alexandria, VA | Dec 2012 - Apr 2014 | 1 |
Dondero & Associates, Limited | Alexandria, VA | Nov 2005 - Apr 2014 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2003 |
- VA
-
Total Assets Under Management282MILLIONS
-
Total Number of Accounts212ACCOUNTS
-
Average Account Value$1,329,300
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
DC, FL, MD, NC, NJ, SC, VA
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