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Brooks Hamilton Doggett

Capital Group Private Client Services, Inc.

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About Brooks Hamilton Doggett

Brooks Hamilton Doggett is a financial advisor with Capital Group Private Client Services, Inc. Brooks has been in the industry since 1993. Brooks has a deep understanding of the financial markets, and is committed to providing clients with personalized financial advice. Brooks has a strong background in investment management, with experience at Goldman Sachs & Co. and Deutsche Bank Securities Inc. Brooks is also a Chartered Financial Analyst (CFA).

Firm Information

Brooks Doggett is currently registered with Capital Group Private Client Services, Inc.. Capital Group Private Client Services, Inc. is an investment advisor headquartered in LOS ANGELES, CA. They manage over $38 billion in assets, primarily for high-net-worth individuals and charitable organizations. The firm also provides portfolio management for pooled investment vehicles, corporations, and pension plans.
Capital Group Private Client Services, Inc.

333 SOUTH HOPE STREET

LOS ANGELES, CA 90071

$38.34B

Assets Under Management

Not reported

Total Clients

51

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Brooks Doggett’s Registration & Firm History

CA

11/04/2022 - Present

Capital Group Private Client Services, Inc. (San Francisco CA)

NY

07/07/2011 - 09/13/2022

GOLDMAN SACHS & CO. LLC (NEW YORK NY)

CA

06/21/2005 - 07/05/2011

DEUTSCHE BANK SECURITIES INC. (SAN FRANCISCO CA)

NY

10/03/1997 - 06/23/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NA

01/13/1993 - 09/21/1994

KEMPER FINANCIAL SERVICES, INC.

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Licenses & Designations

BC

Issued 10/13/1997

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/30/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/27/2006

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/14/2006

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/08/1997

Series 3 - National Commodity Futures Examination

BC

Issued 10/02/1997

Series 7 - General Securities Representative Examination

BC

Issued 01/08/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brooks Hamilton Doggett.
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