KC
CFA
KC
CFA

Kelly Campbell

12 Years of Experience
Los Angeles, CA
Broker

Kelly Campbell is a CFA-designated registered investment advisor at Capital Client Group, INC., based in Los Angeles, CA, with 12 years of industry experience. Kelly 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

400 S. Hope Street 20th Floor, Los Angeles, CA, 90071

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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.
August 2022 - Present · 3 yrs 9 mos
Capital Client Group, INC.
January 2016 - Present · 10 yrs 4 mos
Capital Client Group, INC.Broker
January 2016 - Present · 10 yrs 4 mos
Previous Registrations
Blackrock Investments, LLCBroker
November 2013 - October 2015 · 1 yr 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.