Lorin Elizalde is a CFP-designated registered investment advisor at Capital Client Group, INC., based in San Antonio, TX, with 6 years of industry experience. Lorin 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
3500 Wiseman Blvd, San Antonio, TX, 78251-4321
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Regulatory History
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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Lorin works as a Registered Sales Assistant Broker. This investment-related activity takes nearly full-time hours.
Employment History
Current Registrations
Capital Client Group, INC.
Capital Client Group, INC.
Capital Client Group, INC.Broker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Charles Schwab & CO., INC.Broker
AXA Advisors, LLCBroker
State Registrations1 state
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.