Advisor at Capitol Securities Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Capitol Securities Management, Inc.
Location
Morehead City, NC
Credentials
Series 63, Series 66
Industry experience
26 years
Angelia King is a financial advisor with Capitol Securities Management, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Capitol Securities Management since 2014 and was previously with Silver Linings from 2020 to 2021. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors by offering brokerage and investment advisory services, comprehensive financial planning, and pension consulting. The firm manages assets through various accounts and programs, utilizing a range of investment instruments and providing access to third-party money managers and model portfolios.
Based on Capitol Securities Management, Inc.
Based on Capitol Securities Management, Inc.
Fixed fees for single, one-time financial plans (amount depends on scope and expertise); pension consulting fees may be flat fees typically ranging from $1,000 to $125,000 per year; Portfolio Analysis and Review (PAR) fee is a one-time charge between 0.00% and 0.75%.
Commission-based variable annuities and brokerage services are offered through affiliated broker-dealer Capitol Securities Management, Inc.
Financial planning hourly fees generally range from $150 to $500 per hour; consulting fees generally range from $150 to $500 per hour
Morehead City, NC
North Carolina
Silver Linings
2020 - 2021 (1 year)
Capitol Securities Management
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Morehead City, NC
Sollinda Capital Management LLC
Series 63, Series 66
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OSAIC Institutions, INC.
Series 63, Series 66
Morehead City, NC
Credit Union Investment Services
Series 66
Morehead City, NC
Good Life Advisors, LLC
Series 63, Series 65
Havelock, NC
First Command Advisory Services
Series 63, Series 65
Newport, NC
First Citizens Investor Services, Inc.
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