Jim Wallace

Jim Wallace Email and Phone Number

Chief Operating Officer at Capitol Securities Management Inc. @ Capitol Securities Management Inc.
reston, virginia, united states
Jim Wallace's Location
Boston, Massachusetts, United States, United States
Jim Wallace's Contact Details

Jim Wallace personal email

n/a
About Jim Wallace

Jim Wallace is a Chief Operating Officer at Capitol Securities Management Inc. at Capitol Securities Management Inc.. He possess expertise in portfolio management, financial services, wealth management, securities, series 7 and 13 more skills.

Jim Wallace's Current Company Details
Capitol Securities Management Inc.

Capitol Securities Management Inc.

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Chief Operating Officer at Capitol Securities Management Inc.
reston, virginia, united states
Website:
capitolsecurities.com
Employees:
113
Jim Wallace Work Experience Details
  • Capitol Securities Management Inc.
    Chief Operating Officer
    Capitol Securities Management Inc. May 2021 - Present
    Boston, Massachusetts, United States
    View
  • Arthur W. Wood Company Inc.
    Chief Operating Officer
    Arthur W. Wood Company Inc. Nov 2020 - May 2021
    Boston, Massachusetts, United States
    View
  • Cetera Advisors Llc
    Executive Vice President
    Cetera Advisors Llc Oct 2016 - Apr 2020
    Greater Boston Area
    View
  • Investors Capital
    Chief Operating Officer
    Investors Capital Jan 2000 - Sep 2016

Jim Wallace Skills

Portfolio Management Financial Services Wealth Management Securities Series 7 Mutual Funds Series 24 Series 63 Equities Finra Asset Management Investments Strategic Financial Planning Retirement Planning Investment Advisory Financial Planning Brokerage Trading

Frequently Asked Questions about Jim Wallace

What company does Jim Wallace work for?

Jim Wallace works for Capitol Securities Management Inc.

What is Jim Wallace's role at the current company?

Jim Wallace's current role is Chief Operating Officer at Capitol Securities Management Inc..

What is Jim Wallace's email address?

Jim Wallace's email address is wa****@****rks.com

What skills is Jim Wallace known for?

Jim Wallace has skills like Portfolio Management, Financial Services, Wealth Management, Securities, Series 7, Mutual Funds, Series 24, Series 63, Equities, Finra, Asset Management, Investments.

Who are Jim Wallace's colleagues?

Jim Wallace's colleagues are Rob Green, Jon Stankovich, Charlie Donahue, Charity Donnan, Gary Kazanjian Ii, Chris Cowans, Frank Slee.

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