BV
BV
Bruno Vera
21 Years of Experience
San Antonio, TX
1 DisclosureBroker
Bruno Vera is a registered investment advisor at Capital Client Group, INC., based in San Antonio, TX, with 21 years of industry experience. Bruno operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
N/A
Firm Size
583 advisors
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
3500 Wiseman Blvd, San Antonio, TX, 78251-4321
Get directionsHistory
Regulatory History (1)
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Criminal
April 2001Final Disposition
Employment History
Current Registrations
Capital Client Group, INC.
October 2024 - Present · 1 yr 7 mos
Capital Client Group, INC.
August 2024 - Present · 1 yr 9 mos
Capital Client Group, INC.Broker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Advisors Asset Management, INC.
October 2008 - August 2010 · 1 yr 10 mos
Advisors Asset Management, INC.Broker
July 2008 - August 2010 · 2 yrs 1 mo
Chase Investment Services CORP.
August 2004 - June 2008 · 3 yrs 10 mos
Chase Investment Services CORP.Broker
August 2004 - June 2008 · 3 yrs 10 mos
Banc One Securities CorporationBroker
October 2003 - July 2005 · 1 yr 9 mos
Banc One Securities Corporation
September 2003 - July 2005 · 1 yr 10 mos
USAA Investment Management CompanyBroker
April 1999 - February 2002 · 2 yrs 10 mos
USAA Investment Management CompanyBroker
January 1989 - August 1998 · 9 yrs 7 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.