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Bradley Christopher Davis

Capital Client Group, Inc.

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About Bradley Christopher Davis

Bradley Christopher Davis is an investment advisor representative and a registered investment advisor with Capital Client Group, Inc. Bradley has been in the securities industry since December 27, 2012. Bradley is registered in Indiana and Massachusetts. Bradley holds Series 6, 7, 24, 26, 63, 65, and 66 securities licenses. Bradley has a background in finance and has worked with a number of different financial institutions. Bradley is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Bradley 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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Bradley Davis’s Registration & Firm History

IN

04/02/2019 - Present

Capital Client Group, Inc. (CARMEL IN)

IL

08/07/2009 - 11/11/2009

EDWARD JONES (GLENDALE HEIGHTS IL)

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Licenses & Designations

IA

Issued 08/23/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/16/2013

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 08/20/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/18/2020

Series 24 - General Securities Principal Examination

BC

Issued 07/07/2015

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/09/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/06/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bradley Christopher Davis.
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