Kevin Carevic

25 Years of Experience

Los Angeles, CA

1 DisclosureBroker

Kevin Carevic is a registered investment advisor at Capital Client Group, INC., based in Los Angeles, CA, with 25 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Capital Client Group, INC.

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 (1)

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Financial

March 2017

Final

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Other Business Activities

Kevin's son buys, sells, and trades sports cards online under Kevin's name since he is a minor. Kevin spends minimal time on this activity, which is not investment-related.

Employment History

Current Registrations

Capital Client Group, INC.

March 2018 - Present · 8 yrs 4 mos

Capital Client Group, INC.

March 2018 - Present · 8 yrs 4 mos

Capital Client Group, INC.Broker

March 2018 - Present · 8 yrs 4 mos

Previous Registrations

Franklin/templeton Distributors, INC.Broker

August 2000 - February 2018 · 17 yrs 6 mos

State Registrations7 states

CAFLGAILINMONY

AdvisorBroker

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.

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