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Bruno Vera

Capital Client Group, Inc.

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About Bruno Vera

Bruno Vera is a financial professional with over 25 years of experience in the industry. Bruno has held various roles with firms such as USAA Investment Management Company, Chase Investment Services Corp, and Advisors Asset Management, Inc. Bruno currently works as a registered representative for Capital Client Group, Inc. Bruno is licensed to sell securities in the state of Texas.

Firm Information

Bruno Vera 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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Bruno Vera’s Registration & Firm History

TX

10/01/2024 - Present

Capital Client Group, Inc. (SAN ANTONIO TX)

TX

07/02/2008 - 08/20/2010

ADVISORS ASSET MANAGEMENT, INC. (BOERNE TX)

TX

08/12/2004 - 06/26/2008

CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)

IL

10/27/2003 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

TX

04/14/1999 - 02/26/2002

USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)

TX

01/05/1989 - 08/26/1998

USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)

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Licenses & Designations

BOTH

Issued 08/15/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/30/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/24/1996

Series 24 - General Securities Principal Examination

BC

Issued 08/12/2024

Series 7TO - General Securities Representative Examination

BC

Issued 06/21/2024

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/1991

Series 7 - General Securities Representative Examination

BC

Issued 01/04/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Bruno Vera. Review regulatory record here.
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