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Alexandria Davis

4 Years of Experience
Broker

Alexandria Davis is a registered investment advisor at Capital Client Group, INC., based in Los Angeles, CA, with 4 years of industry experience. Alexandria 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.
August 2023 - Present · 2 yrs 8 mos
Capital Client Group, INC.
August 2023 - Present · 2 yrs 8 mos
Capital Client Group, INC.Broker
August 2023 - Present · 2 yrs 8 mos
Previous Registrations
American Funds Distributors, INC.
October 2019 - October 2021 · 2 yrs
American Funds Distributors, INC.Broker
July 2019 - October 2021 · 2 yrs 3 mos
State Registrations6 states
CAMAMENHRIVT
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.
Alexandria Davis - Financial Advisor | TrueAdvisor