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John F
Series 65
Richmond, VA
Roseline Capitol Advisors, LLC
John Flounders is a financial advisor at Roseline Capitol Advisors, LLC in Richmond, VA, holding a Series 65 designation with 22 years of industry experience. He has been associated with the Roseline group of firms since 2005, including Roseline Tax Advisors, LLC and Roseline Financial Group, LLC. Roseline Capitol Advisors offers discretionary and non-discretionary investment management and consulting services to high-net-worth individuals, trusts, retirement accounts, not-for-profits, foundations, and other institutions. The firm employs a combination of charting, technical, fundamental, and cyclical analysis to create model or customized portfolios, integrating tax consulting and financial planning through its affiliated CPA practice.
James D
CFP®, Series 65
Richmond, VA
Roseline Capitol Advisors, LLC
James Duty is a CFP® with 29 years of industry experience and is a principal at Roseline Capitol Advisors, LLC in Richmond, VA. He has been involved with Roseline Tax Advisors PLLC, Roseline Financial Group, LLC, and Roseline Capitol Advisors since 2005. Roseline Capitol Advisors provides discretionary and non-discretionary investment management and consulting services to high-net-worth individuals, trusts, retirement accounts, not-for-profits, foundations, and other institutions. The firm uses a combination of charting, technical, fundamental, and cyclical analysis to manage portfolios tailored to client risk tolerance and preferences, and it operates with a relatively high advisor-to-client ratio, focusing on a limited, high-touch client base.
Beth B
CFP®
Richmond, VA
Roseline Capitol Advisors, LLC
Beth Bradberry is a CFP® professional with seven years of industry experience, currently serving as an advisor at Roseline Capitol Advisors, LLC in Richmond, VA. She has been affiliated with the Roseline group of firms, including Roseline Tax Advisors PLLC and Roseline Financial Group, LLC, since 2005. Roseline Capitol Advisors provides discretionary and non-discretionary investment management and consulting to high-net-worth individuals, trusts, retirement accounts, not-for-profits, foundations, and other institutions. The firm uses a combination of charting, technical, fundamental, and cyclical analysis to create customized portfolios and integrates tax consulting and financial planning through its affiliated CPA practice.
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