Jim Wallace Email & Phone Number

Chief Operating Officer @ Capitol Securities Management Inc.

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Jim Wallace Location

Boston, MA, US

Jim Wallace Work

2021 - now Chief Operating Officer @ Capitol Securities Management Inc.
2020 - 2021 Chief Operating Officer @ Arthur W. Wood Company Inc.
2016 - 2020 Executive Vice President @ Cetera Advisors LLC

2000 - 2016 Chief Operating Officer @ Investors Capital

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Jim Wallace Skills

Portfolio Management
Financial Services
Wealth Management

Securities
Series 7
Mutual Funds
Series 24
Series 63
Equities
FINRA

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Jim Wallace Summary

Jim Wallace, based in Boston, MA, US, is currently a Chief Operating Officer at Capitol Securities Management Inc.. Jim Wallace brings experience from previous roles at Arthur W. Wood Company Inc., Cetera Advisors LLC and Investors Capital. With a robust skill set that includes Portfolio Management, Financial Services, Wealth Management, Securities, Series 7 and more. Jim Wallace has 2 emails and 3 mobile phone numbers on RocketReach.

Jim Wallace Emails

Found 2 emails

Jim Wallace Phone Numbers

Found 6 phone numbers

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Others Named Jim Wallace

Jim Wallace

CEO at Intracoastal Realty

Wilmington, NC, US
2
- intracoastalrealty.com
- gmail.com
5+
- +1 910-509-XXXX
- +1 910-256-XXXX
- +1 910-509-XXXX
- +1 910-256-XXXX
- +1 910-233-XXXX
- +1 910-509-XXXX

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Top Capitol Securities Management Inc. Employees

Jim Wallace

Chief Operating Officer at Capitol Securities Management Inc.

Boston, MA, US
2
- capitolsecurities.com
- yahoo.com
5+
- +1 781-334-XXXX
- +1 617-838-XXXX
- +1 603-893-XXXX
- +1 626-966-XXXX
- +1 800-949-XXXX
- +1 516-825-XXXX
Chris Cowans

Managing Director and SVP-Investments at Capitol Securities Management at Capitol Securities Management Inc.

Beverly, MA, US
3
- gmail.com
- msn.com
- capitolsecurities.com
5+
- +1 508-922-XXXX
- +1 978-771-XXXX
- +1 978-922-XXXX
- +1 978-771-XXXX
- +1 978-526-XXXX
- +1 978-526-XXXX
Samuel Lam

Financial Advisor, Senior Vice President at Capitol Securities Management Inc.

Reston, VA, US
1
- capitolsecurities.com
2
- +1 703-861-XXXX
- +1 314-875-XXXX
Kristin Kennedy

Sr. Vice President at Capitol Securities Management Inc.

Boston, MA, US
2
- +1 617-606-XXXX
- +1 207-832-XXXX
Claire Soja

Senior Vice President, Investments and Investment Advisor at Capitol Securities Management Inc.

Littleton, MA, US
3
- msn.com
- aol.com
- capitolsecurities.com
3
- +1 978-456-XXXX
- +1 978-486-XXXX
- +1 617-710-XXXX
John Trentanove

Senior Vice President, Senior Financial Advisor at Capitol Securities Management Inc.

Charlottesville, VA, US
3
- capitolsecurities.com
- yahoo.com
- aol.com
5+
- +1 816-200-XXXX
- +1 434-996-XXXX
- +1 802-660-XXXX
- +1 434-441-XXXX
- +1 434-295-XXXX
- +1 434-996-XXXX
Doug Dameron

Senior Vice President at Capitol Securities Management Inc.

Wilmington, NC, US
3
- +1 910-352-XXXX
- +1 910-509-XXXX
- +1 910-509-XXXX
Irina Zubov

Director of Finance. FINOP at Capitol Securities Management Inc.

Boston, MA, US
2
- capitolsecurities.com
- gmail.com
2
- +1 617-879-XXXX
- +1 617-953-XXXX

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