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Andrew Bredholt

7 Years of Experience
King of Prussia, PA
Broker

Andrew Bredholt is a registered investment advisor at Capital Client Group, INC., based in King of Prussia, PA, with 7 years of industry experience. Andrew 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

King of Prussia, PA

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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.
July 2020 - Present · 6 yrs
Capital Client Group, INC.Broker
June 2020 - Present · 6 yrs 1 mo
Capital Client Group, INC.
June 2020 - Present · 6 yrs 1 mo
Previous Registrations
Sammons Financial Network, LLCBroker
August 2019 - May 2020 · 9 mos
Oneamerica Securities, INC.Broker
January 2012 - May 2013 · 1 yr 4 mos
State Registrations7 states
CADEMDNJNYPAVA
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.