Julito Francis, financial advisor Saint Thomas VI

Julito Francis

CRD Number: 4606624
Current Firm: Acsb Capital Management, LLC

Julito Francis (CRD# 4606624) is an Investment Advisor Representative working at Acsb Capital Management, LLC in Saint Thomas, VI and has over 21 years of experience in the finance industry.

Similar Advisors
Lauren Brown, financial advisor Saint Thomas VI
Lauren C. Brown
CRD# 6386365
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Stephen Ethen, financial advisor Saint Thomas VI
Stephen C. Ethen
CRD# 2310403
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Toussaint Gaskins, financial advisor Saint Thomas VI
Toussaint D. Gaskins
CRD# 2248681
Inove Asset Management, LLC
Company Name Location Dates Years
Acsb Capital Management, LLC St. Thomas, VI Apr 2007 - Current 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Julito A. Francis
Phone Number: 301-221-9174
Registered State(s):
  • VI
Current Firm Details
Acsb Capital Management, LLC
Firm's CRD Number: 131651
By the Numbers
  • Total Assets Under Management
    8
    MILLIONS
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $227,360
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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)
Types of Clients
Registered States

VI

Ready to hire a financial advisor? Get competitive proposals from multiple 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.