Julia Petersen
Julia Petersen is a registered investment advisor at Capital Client Group, INC., based in San Antonio, TX, with 14 years of industry experience. Julia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3500 Wiseman Blvd, San Antonio, TX, 78251-4321
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Capital Client Group, INC.
Capital Client Group, INC.
Capital Client Group, INC.Broker
Previous Registrations
Employer Retirement Investment Advisors, LLC
American Funds Distributors, INC.
American Funds Distributors, INC.Broker
State Registrations5 states
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