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Britney Melvin

20 Years of Experience
Los Angeles, CA
Broker

Britney Melvin is a registered investment advisor at Capital Client Group, INC., based in Los Angeles, CA, with 20 years of industry experience. Britney 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.
March 2019 - Present · 7 yrs 2 mos
Capital Client Group, INC.
March 2019 - Present · 7 yrs 2 mos
Capital Client Group, INC.Broker
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
John Hancock Advisers, LLC
November 2018 - March 2019 · 4 mos
Manulife Asset Management (US) LLC
August 2017 - November 2018 · 1 yr 3 mos
Signator Investors, INC.
July 2012 - December 2014 · 2 yrs 5 mos
John Hancock Funds, LLCBroker
November 2010 - March 2019 · 8 yrs 4 mos
John Hancock Distributors LLCBroker
November 2005 - December 2012 · 7 yrs 1 mo
State Registrations1 state
CA
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.
Britney Melvin - Financial Advisor | TrueAdvisor