AB
CFA
AB
CFA

Antonio Bass

14 Years of Experience
Los Angeles, CA
Broker

Antonio Bass is a CFA-designated registered investment advisor at Capital Client Group, INC., based in Los Angeles, CA, with 14 years of industry experience. Antonio 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.Broker
August 2018 - Present · 7 yrs 9 mos
Capital Client Group, INC.
August 2018 - Present · 7 yrs 9 mos
Capital Client Group, INC.
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
T. Rowe Price Associates, INC.
September 2017 - July 2018 · 10 mos
T. Rowe Price Advisory Services, INC.
November 2011 - June 2013 · 1 yr 7 mos
T. Rowe Price Investment Services, INC.Broker
October 2011 - July 2018 · 6 yrs 9 mos
State Registrations7 states
CADCDEMDNCPAVA
AdvisorBroker

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.
Antonio Bass - Financial Advisor | TrueAdvisor