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Alexandria Beth Davis

Capital Client Group, Inc.

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About Alexandria Beth Davis

Alexandria Davis is an investment professional with a focus on providing financial services to individual and institutional clients. Alexandria has been in the industry since 2019 and is currently registered with Capital Client Group, Inc., based in Los Angeles, California. Alexandria is also registered as an Investment Adviser Representative (IAR) in the state of California. Her previous experience includes working with American Funds Distributors, Inc., in San Antonio, Texas. Alexandria holds a Series 63, Series 65, and Series 7TO licenses, demonstrating her expertise in securities and investment products. She is also a graduate of the University of Arkansas and has experience in various fields, including parks and recreation. Alexandria Davis provides a range of financial services, including portfolio management and recommendations for investment strategies.

Firm Information

Alexandria Davis is currently registered with Capital Client Group, Inc.. Capital Client Group, Inc. is a corporation established in 1972 and headquartered in Los Angeles, California. The firm provides various investment advisory services, including recommending affiliate as an investment advisor of SMA assets. They primarily serve corporations, individuals, insurance companies, investment companies, and other investment advisors. The firm is registered with the SEC and in 53 states.
Capital Client Group, Inc.

333 SOUTH HOPE STREET

LOS ANGELES, CA 90071-1406

Not reported

Assets Under Management

Not reported

Total Clients

619

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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recommending affiliate as investment adviser of sma assets

Recommending affiliate as investment adviser of sma assets

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

As agreed upon in a manner that covers registrant's costs

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Alexandria Davis’s Registration & Firm History

CA

08/04/2023 - Present

Capital Client Group, Inc. (LOS ANGELES CA)

TX

07/09/2019 - 10/14/2021

AMERICAN FUNDS DISTRIBUTORS, INC. (SAN ANTONIO TX)

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Licenses & Designations

IA

Issued 10/15/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/30/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/20/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/30/2020

Series 7TO - General Securities Representative Examination

BC

Issued 02/28/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexandria Beth Davis.
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