Thurston Spaulding, financial advisor Vienna VA

Thurston Spaulding

CRD Number: 4602728
Current Firm: Ategra Capital Management, LLC

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.

Similar Advisors
Jim David, financial advisor Vienna VA
Jim David
CRD# 4092356
David Wealth Management, LLC
Similar Advisors
Basil Herzstein, financial advisor Vienna VA
Basil D. Herzstein
CRD# 2247685
Equitable Advisors, LLC
Similar Advisors
 , financial advisor Vienna VA

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
Contact Info for Thurston Spaulding
Phone Number: 703-564-9131
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    282
    MILLIONS
  • Total Number of Accounts
    212
    ACCOUNTS
  • Average Account Value
    $1,329,300
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
Types of Clients
Registered States

DC, FL, MD, NC, NJ, SC, VA

Ready to hire a financial advisor? Get competitive proposals from Thurston Spaulding and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.