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Alexis Cole

California Capital Management

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About Alexis Cole

Alexis Cole is a financial advisor with California Capital Management in Burbank, CA. Alexis has over 15 years of experience in the financial services industry. Alexis is a Certified Financial Planner and holds Series 7 and 66 securities licenses. Alexis specializes in providing financial planning and portfolio management services to individuals, families, and businesses. Alexis also provides services to clients in the area of retirement planning, college savings, and estate planning. Alexis has a strong commitment to providing personalized and comprehensive financial advice to clients. Alexis's goal is to help clients achieve their financial goals and build a secure financial future.

Firm Information

Alexis Cole is currently registered with California Capital Management. California Capital Management is an investment advisor located in Burbank, California. The firm provides financial planning, pension consulting, and portfolio management for individuals and pension plans. California Capital Management has approximately $300,352,634 in regulatory assets under management.
California Capital Management

2520 WEST OLIVE AVENUE

BURBANK, CA 91505

$300.35M

Assets Under Management

Not reported

Total Clients

3

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexis Cole’s Registration & Firm History

CA

06/03/2014 - Present

California Capital Management (BURBANK CA)

CA

10/21/2016 - 12/27/2018

PURSHE KAPLAN STERLING INVESTMENTS (North Hollywood CA)

CA

11/08/2013 - 11/12/2014

LPL FINANCIAL LLC (NORTH HOLLYWOOD CA)

CA

09/12/2013 - 11/27/2013

AMERIPRISE FINANCIAL SERVICES, INC. (TORRANCE CA)

CA

11/10/2004 - 10/14/2011

LPL FINANCIAL LLC (NORTH HOLLYWOOD CA)

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Licenses & Designations

BOTH

Issued 01/14/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/08/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexis Cole.
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