Salisbury, MD Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$1,390,853,413
ClientsTotal clients
3,177
AdvisorsAdvisors at this office
2
Of 96 advisors across 39 offices
Location
31400 Winterplace Parkway, Suite 100
Salisbury MD 21804
Advisors at this office
2
Advisors at this office
Joshua T
Series 63, Series 65
Salisbury, MD
Capitol Securities Management, Inc.
Joshua Thomas is a financial advisor with Capitol Securities Management, Inc. holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Capitol Securities since 2010 and is also involved in JM Property Investments LLC, where he purchases and renovates residential properties for resale on a case-by-case basis. Capitol Securities Management serves individual, corporate, and charitable clients with brokerage and investment advisory services, comprehensive financial planning, and pension consulting. The firm offers a range of managed account options and access to third-party money managers through its network of investment adviser representatives.
Mark O
ChFC®, Series 63, Series 65
Salisbury, MD
Capitol Securities Management, Inc.
Mark Outten is a financial advisor with Capitol Securities Management, Inc. He holds the ChFC® designation and has 31 years of industry experience. Prior to joining Capitol Securities in 2020, he worked at LPL Financial from 2016 to 2020. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses. The firm offers portfolio management, comprehensive financial planning, consulting, and both sponsored and third-party wrap fee programs, operating as both a broker-dealer and registered investment adviser.
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