Rex Morgan is a CFP-designated registered investment advisor at Capital Client Group, INC., based in Los Angeles, CA, with 11 years of industry experience. Rex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
333 South Hope Street, 55th Floor, Los Angeles, CA, 90071-1447
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rex owns a house used for short-term rentals on VRBO/Airbnb, managed primarily by his wife. Rex spends minimal time ordering supplies or scheduling contractors after hours.
Employment History
Current Registrations
Capital Client Group, INC.
Capital Client Group, INC.
Capital Client Group, INC.Broker
Previous Registrations
Vanguard Marketing CorporationBroker
State Registrations11 states
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