EP
EP

Elena Peerson

8 Years of Experience
Los Angeles, CA
Broker

Elena Peerson is a registered investment advisor at Capital Client Group, INC., based in Los Angeles, CA, with 8 years of industry experience. Elena 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

333 South Hope Street, 55th Floor, Los Angeles, CA, 90071-1447

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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.
May 2022 - Present · 4 yrs
Capital Client Group, INC.
May 2022 - Present · 4 yrs
Capital Client Group, INC.Broker
May 2022 - Present · 4 yrs
Previous Registrations
Global Retirement Partners LLC
January 2019 - April 2022 · 3 yrs 3 mos
LPL Financial LLCBroker
September 2018 - May 2022 · 3 yrs 8 mos
MML Distributors, LLCBroker
August 2017 - September 2018 · 1 yr 1 mo
State Registrations5 states
CAFLIAILWI
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.