DL
CFP
DL
CFP

Dillon Lull

16 Years of Experience
Los Angeles, CA
Broker

Dillon Lull is a CFP-designated registered investment advisor at Capital Client Group, INC., based in Los Angeles, CA, with 16 years of industry experience. Dillon 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.
September 2022 - Present · 3 yrs 8 mos
Capital Client Group, INC.
September 2022 - Present · 3 yrs 8 mos
Capital Client Group, INC.Broker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Blackrock Investment Management, LLC
September 2017 - September 2022 · 5 yrs
Blackrock Investments, LLCBroker
September 2017 - September 2022 · 5 yrs
American Funds Distributors, INC.
August 2014 - September 2017 · 3 yrs 1 mo
American Funds Distributors, INC.Broker
August 2014 - September 2017 · 3 yrs 1 mo
Russell Investments
May 2010 - July 2014 · 4 yrs 2 mos
Russell Financial Services, INC., Part of Russell InvestmentsBroker
May 2010 - July 2014 · 4 yrs 2 mos
AXA Advisors, LLC
October 2009 - May 2010 · 7 mos
AXA Advisors, LLCBroker
September 2009 - May 2010 · 8 mos
State Registrations6 states
AZCAIAILTNWI
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.