HF
CFA
HF
CFA

Holly Framsted

18 Years of Experience
Los Angeles, CA
Broker

Holly Framsted is a CFA-designated registered investment advisor at Capital Client Group, INC., based in Los Angeles, CA, with 18 years of industry experience. Holly 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

400 S. Hope Street 20th Floor, Los Angeles, CA, 90071

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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 2021 - Present · 5 yrs
Capital Client Group, INC.
April 2021 - Present · 5 yrs 1 mo
Capital Client Group, INC.Broker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Blackrock Investments, LLCBroker
September 2012 - January 2021 · 8 yrs 4 mos
Blackrock Execution ServicesBroker
October 2007 - November 2012 · 5 yrs 1 mo
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.