AB
CFA
AB
CFA

Ainsley Borel

14 Years of Experience
Broker

Ainsley Borel is a CFA-designated registered investment advisor at Capital Client Group, INC., based in Los Angeles, CA, with 14 years of industry experience. Ainsley 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.
January 2021 - Present · 5 yrs 3 mos
Capital Client Group, INC.
December 2020 - Present · 5 yrs 4 mos
Capital Client Group, INC.Broker
December 2020 - Present · 5 yrs 4 mos
Previous Registrations
Foreside Fund Services, LLCBroker
September 2016 - November 2020 · 4 yrs 2 mos
Transamerica Financial Advisors, INCBroker
April 2016 - September 2016 · 5 mos
Northern Trust Securities, INC.Broker
May 2011 - December 2015 · 4 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.