TG
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Travis Gilberg

9 Years of Experience
Los Angeles, CA
Broker

Travis Gilberg is a registered investment advisor at Capital Client Group, INC., based in Los Angeles, CA, with 9 years of industry experience. Travis 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.
December 2023 - Present · 2 yrs 5 mos
Capital Client Group, INC.Broker
December 2023 - Present · 2 yrs 5 mos
Capital Client Group, INC.
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Blackrock Investment Management, LLC
June 2017 - December 2021 · 4 yrs 6 mos
Blackrock Investments, LLCBroker
June 2017 - December 2021 · 4 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
February 2016 - June 2017 · 1 yr 4 mos
Wells Fargo Clearing Services, LLC
February 2016 - June 2017 · 1 yr 4 mos
Fidelity Brokerage Services LLCBroker
February 2015 - February 2016 · 1 yr
Edward Jones
December 2014 - January 2015 · 1 mo
Edward JonesBroker
September 2014 - January 2015 · 4 mos
State Registrations3 states
CAMANY
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.