Cole Kelly is a registered investment advisor at Capital Client Group, INC., based in San Antonio, TX, with 6 years of industry experience. Cole 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.
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Learn about disclosures →Employment History
Current Registrations
Capital Client Group, INC.
Capital Client Group, INC.
Capital Client Group, INC.Broker
Previous Registrations
Pacific Select Distributors, LLCBroker
State Registrations5 states
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