DH
DH

David Hreha

31 Years of Experience
Los Angeles, CA
Broker

David Hreha is a registered investment advisor at Capital Client Group, INC., based in Los Angeles, CA, with 31 years of industry experience. David 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

333 South Hope Street, 55th Floor, Los Angeles, CA, 90071-1447

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Capital Client Group, INC.
May 2015 - Present · 11 yrs
Capital Client Group, INC.
May 2015 - Present · 11 yrs
Capital Client Group, INC.Broker
May 2015 - Present · 11 yrs
Previous Registrations
Lord, Abbett & CO. LLC
March 2006 - May 2015 · 9 yrs 2 mos
Lord Abbett Distributor LLCBroker
November 2005 - May 2015 · 9 yrs 6 mos
Planco Financial Services, INC.Broker
June 1999 - September 2005 · 6 yrs 3 mos
American Express Financial Advisors INC.Broker
December 1994 - May 1999 · 4 yrs 5 mos
Ids Life Insurance CompanyBroker
December 1994 - May 1999 · 4 yrs 5 mos
State Registrations11 states
CAIAILMIMNMONDNENYSDWI
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.
David Hreha - Financial Advisor | TrueAdvisor