TF
CFA
TF
CFA

Tyler Furek

21 Years of Experience
Los Angeles, CA
Broker

Tyler Furek is a CFA-designated registered investment advisor at Capital Client Group, INC., based in Los Angeles, CA, with 21 years of industry experience. Tyler 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 2017 - Present · 9 yrs
Capital Client Group, INC.
April 2017 - Present · 9 yrs 1 mo
Capital Client Group, INC.Broker
April 2017 - Present · 9 yrs 1 mo
Previous Registrations
Fidelity Investments Institutional Services Company, INC.Broker
May 2006 - April 2017 · 10 yrs 11 mos
MML Investors Services, INC.Broker
March 2004 - March 2006 · 2 yrs
State Registrations3 states
CAHINV
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.
Tyler Furek - Financial Advisor | TrueAdvisor