BC
BC
Brandon Cuellar
19 Years of Experience
La Vernia, TX
1 DisclosureBroker
Brandon Cuellar is a registered investment advisor at Capital Client Group, INC., based in La Vernia, TX, with 19 years of industry experience. Brandon 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
La Vernia, TX
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2013Denied
Employment History
Current Registrations
Capital Client Group, INC.
October 2024 - Present · 1 yr 9 mos
Capital Client Group, INC.Broker
October 2024 - Present · 1 yr 9 mos
Capital Client Group, INC.
October 2024 - Present · 1 yr 9 mos
Previous Registrations
T. Rowe Price Associates, INC.
October 2019 - October 2024 · 5 yrs
T. Rowe Price Investment Services, INC.Broker
June 2017 - October 2024 · 7 yrs 4 mos
Fidelity Investments Institutional Services Company, INC.Broker
August 2010 - May 2017 · 6 yrs 9 mos
Wells Fargo Investments, LLC
June 2009 - July 2010 · 1 yr 1 mo
Wells Fargo Investments, LLCBroker
June 2009 - July 2010 · 1 yr 1 mo
Edward Jones
April 2007 - June 2009 · 2 yrs 2 mos
Edward JonesBroker
April 2007 - June 2009 · 2 yrs 2 mos
Wells Fargo Investments, LLCBroker
August 2006 - January 2007 · 5 mos
State Registrations28 states
AKALARAZCACOFLGAHIIDKSKYLAMOMSMTNCNMNVOKORPRSCTNTXUTWAWY
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.