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Ashley Morgan Crouch

Capital Client Group, Inc.

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About Ashley Morgan Crouch

Ashley Crouch is a registered investment advisor representative with Capital Client Group, Inc., in Carmel, IN. Ashley also holds Series 6, 7, 63 and 65 licenses. Ashley has been in the industry since June 14, 2015, previously working at MML Investors Services, LLC in Indianapolis, IN. Ashley has a variety of experience in the financial industry. Ashley is committed to providing clients with the highest level of service and personalized financial planning.

Firm Information

Ashley Crouch 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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Ashley Crouch’s Registration & Firm History

IN

09/13/2021 - Present

Capital Client Group, Inc. (CARMEL IN)

IN

05/22/2015 - 11/07/2019

MML INVESTORS SERVICES, LLC (INDIANAPOLIS IN)

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Licenses & Designations

IA

Issued 09/13/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/26/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/15/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/22/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ashley Morgan Crouch.
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