MH
MH

Michael Halfon

12 Years of Experience
San Antonio, TX
Broker

Michael Halfon is a registered investment advisor at Capital Client Group, INC., based in San Antonio, TX, with 12 years of industry experience. Michael 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

3500 Wiseman Blvd, San Antonio, TX, 78251-4321

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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.
December 2017 - Present · 8 yrs 5 mos
Capital Client Group, INC.
December 2017 - Present · 8 yrs 5 mos
Capital Client Group, INC.Broker
December 2017 - Present · 8 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2015 - November 2017 · 2 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
January 2015 - November 2017 · 2 yrs 10 mos
Fidelity Brokerage Services LLCBroker
October 2013 - December 2014 · 1 yr 2 mos
State Registrations8 states
ALAZCOFLGANMNVTX
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.