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Calvin Leland Harrelson

Capital Client Group, Inc.

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About Calvin Leland Harrelson

Calvin Leland Harrelson is a financial professional with over 30 years of experience in the industry. Calvin is currently registered with Capital Client Group, Inc., a firm that provides a wide range of financial services. Calvin has a broad range of experience in the securities industry, including experience with investment companies and municipal securities. He has passed the Series 7, 24, 26, 52, 63, 82TO, and SIE exams and is registered in 28 states.

Firm Information

Calvin Harrelson 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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Calvin Harrelson’s Registration & Firm History

CA

01/21/2003 - Present

Capital Client Group, Inc. (LOS ANGELES CA)

NY

01/10/1994 - 12/12/2002

DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)

NY

11/27/1990 - 01/10/1994

MONY SECURITIES CORP. (NEW YORK NY)

NA

02/06/1990 - 08/14/1990

UNION PLANTERS INVESTMENT BANKERS GROUP, INC.

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Licenses & Designations

BC

Issued 03/29/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/25/2022

Series 24 - General Securities Principal Examination

BC

Issued 05/19/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/1990

Series 7 - General Securities Representative Examination

BC

Issued 11/12/1986

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Calvin Leland Harrelson.
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