James Cashmore (CRD# 1602073) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Tampa, FL and has over 3 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capitol Securities Management, Inc. | Tampa, FL | Jul 2020 - Current | 3 |
| Unemployed | Tampa, FL | Apr 2020 - Jul 2020 | < 1 |
| Franklin/templeton Distributors, Inc. | St. Petersburg, FL | Apr 2018 - Apr 2020 | 2 |
| Unemployed | Tampa, FL | Nov 2017 - Mar 2018 | < 1 |
| Multi-bank Securities, Inc. | Fort Lauderdale, FL | Jul 2016 - Oct 2017 | 1 |
| National Alliance Securities, LLC | St. Petersburg, FL | May 2016 - Jul 2016 | < 1 |
| Clearview Trading Advisors, Inc. | New York, NY | Sep 2015 - May 2016 | < 1 |
| Unemployed | St. Petersburg, FL | Feb 2015 - Sep 2015 | < 1 |
| Odeon Capital Group LLC | New York, NY | Jun 2014 - Feb 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2021 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2020 |
- FL
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Total Assets Under Management1,403MILLIONS
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Total Number of Accounts3,470ACCOUNTS
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Average Account Value$404,189
- 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, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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