KB
KB
Karesse Bradley
3 Years of Experience
San Antonio, TX
1 DisclosureBroker
Karesse Bradley is a registered investment advisor at Capital Client Group, INC., based in San Antonio, TX, with 3 years of industry experience. Karesse 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
San Antonio, TX
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Regulatory History (1)
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Financial
March 2024Final
Employment History
Current Registrations
Capital Client Group, INC.
January 2025 - Present · 1 yr 4 mos
Capital Client Group, INC.Broker
January 2025 - Present · 1 yr 4 mos
Capital Client Group, INC.
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Bok Financial Advisors
August 2024 - January 2025 · 5 mos
Bok Financial Securities, INC.Broker
August 2024 - January 2025 · 5 mos
Vanguard Advisers, INC.
November 2021 - September 2023 · 1 yr 10 mos
Vanguard Marketing CorporationBroker
September 2021 - September 2023 · 2 yrs
Nylife Securities LLCBroker
April 2021 - August 2021 · 4 mos
State Registrations2 states
CATX
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.