Mark Outten
Mark Outten is a ChFC-designated registered investment advisor at Capitol Securities Management, INC., based in Salisbury, MD, with 30 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,745 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CSM charges a percentage of your portfolio each year for investment advisory advice. The maximum advisory fee is 2.0% per year. The fee is paid in advance, on a quarterly or monthly basis. The amount you pay will reduce any money you make on your investments. CSM also offers wrap fee programs where the fee includes investment advisory services and brokerage execution costs. The maximum wrap fee is 2.0% per year.
Location
31400 Winterplace Parkway, Suite 100, Salisbury, MD, 21804
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2007Other Business Activities
Mark is the VP of the Fruitland Chamber of Commerce and a member of BNI, dedicating a few hours per week to reading meeting minutes. He also serves as treasurer for the accounts of a political candidate, spending minimal time on this activity.
Employment History
Current Registrations
Capitol Securities Management, INC.Broker
Capitol Securities Management, INC.
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
M&t Securities, INC.
M&t Securities, INC.Broker
Allfirst Brokerage CorporationBroker
PFS Investments INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.