DC
DC

David Contreras

2 Years of Experience
Herotes, TX
Broker

David Contreras is a registered investment advisor at Capital Client Group, INC., based in Herotes, TX, with 2 years of industry experience. David 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

Herotes, TX

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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 2025 - Present · 1 yr
Capital Client Group, INC.
October 2024 - Present · 1 yr 7 mos
Capital Client Group, INC.Broker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
September 2023 - September 2024 · 1 yr
State Registrations1 state
TX
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.