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Charles Robertson Porcher

Capital Client Group, Inc.

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About Charles Robertson Porcher

Charles Robertson Porcher is a financial professional with over 25 years of experience in the industry. Charles is currently registered with Capital Client Group, Inc. in Los Angeles, CA. Prior to joining Capital Client Group, Inc., Charles worked with Diversified Investors Securities Corp., SunTrust Securities, Inc. and NYLIFE Securities Inc. Charles is a Series 7, Series 6, Series 63, and Series 26 licensed professional. Charles is registered in Alabama, Florida and Georgia.

Firm Information

Charles Porcher 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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Charles Porcher’s Registration & Firm History

CA

07/25/2005 - Present

Capital Client Group, Inc. (LOS ANGELES CA)

NY

09/11/2000 - 06/24/2005

DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)

GA

10/05/1999 - 08/23/2000

SUNTRUST SECURITIES, INC. (ATLANTA GA)

GA

01/04/1996 - 01/12/1998

SUNTRUST SECURITIES, INC. (ATLANTA GA)

NY

05/06/1994 - 07/11/1995

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/04/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/17/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/31/1995

Series 7 - General Securities Representative Examination

BC

Issued 05/03/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Robertson Porcher.
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