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Britney Lively Melvin

Capital Client Group, Inc.

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About Britney Lively Melvin

Britney Lively Melvin is an investment advisor representative with Capital Client Group, Inc. She has been in the financial services industry since November 22, 2005. Britney is licensed in California. Before joining Capital Client Group, Inc., Britney was employed by JOHN HANCOCK FUNDS, LLC and JOHN HANCOCK DISTRIBUTORS LLC.

Firm Information

Britney Melvin 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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Britney Melvin’s Registration & Firm History

CA

03/11/2019 - Present

Capital Client Group, Inc. (LOS ANGELES CA)

MA

11/04/2010 - 03/05/2019

JOHN HANCOCK FUNDS, LLC (BOSTON MA)

MA

11/18/2005 - 12/31/2012

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

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Licenses & Designations

BOTH

Issued 07/25/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/06/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/29/2006

Series 7 - General Securities Representative Examination

BC

Issued 11/17/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Britney Lively Melvin.
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