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Albert Aguilar

12 Years of Experience
Broker

Albert Aguilar is a registered investment advisor at Capital Client Group, INC., based in Los Angeles, CA, with 12 years of industry experience. Albert 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.
August 2014 - Present · 11 yrs 8 mos
Capital Client Group, INC.
April 2014 - Present · 12 yrs
Capital Client Group, INC.Broker
April 2014 - Present · 12 yrs
Previous Registrations
Wells Fargo Investments, LLC
May 2006 - December 2006 · 7 mos
Wells Fargo Investments, LLCBroker
April 2006 - December 2006 · 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Albert Aguilar - Financial Advisor | TrueAdvisor