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Philip Kojich

15 Years of Experience
Carmel, IN
Broker

Philip Kojich is a registered investment advisor at Capital Client Group, INC., based in Carmel, IN, with 15 years of industry experience. Philip 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

12711 N. Meridian Street, Carmel, IN, 46032

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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.
October 2019 - Present · 6 yrs 7 mos
Capital Client Group, INC.
August 2019 - Present · 6 yrs 9 mos
Capital Client Group, INC.Broker
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
Vanguard Marketing CorporationBroker
June 2013 - July 2019 · 6 yrs 1 mo
Raymond James Financial Services Advisors, INC
October 2011 - April 2013 · 1 yr 6 mos
Raymond James Financial Services, INC.Broker
March 2010 - April 2013 · 3 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.