RS
RS

Richelle Saur

4 Years of Experience
San Antonio, TX
Broker

Richelle Saur is a registered investment advisor at Capital Client Group, INC., based in San Antonio, TX, with 4 years of industry experience. Richelle 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.

Loading...

Location

3500 Wiseman Blvd, San Antonio, TX, 78251-4321

Get directions

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.

Learn about disclosures →
Other Business Activities

Richelle works as a seamstress and embroiderer, dedicating about 35-50 hours per month to this activity. This activity is not investment-related.

Employment History
Current Registrations
Capital Client Group, INC.
November 2021 - Present · 4 yrs 6 mos
Capital Client Group, INC.
October 2021 - Present · 4 yrs 7 mos
Capital Client Group, INC.Broker
October 2021 - Present · 4 yrs 7 mos
State Registrations4 states
GANCSCTX
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.
Richelle Saur - Financial Advisor | TrueAdvisor