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Charles Thomas Akin

Capital Client Group, Inc.

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About Charles Thomas Akin

Charles Akin is a financial professional with over 20 years of experience in the industry. Charles is currently registered with Capital Client Group, Inc. Charles has previously worked for BLACKROCK INVESTMENTS, LLC, JACKSON NATIONAL LIFE DISTRIBUTORS, INC. and INVESCO DISTRIBUTORS, INC. Charles holds Series 6, 7, 26, 63 and 65 licenses. Charles has a strong track record of success in the financial services industry and is committed to providing clients with personalized advice and guidance.

Firm Information

Charles Akin 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 Akin’s Registration & Firm History

CA

08/12/2016 - Present

Capital Client Group, Inc. (LOS ANGELES CA)

CA

01/23/2004 - 07/26/2016

BLACKROCK INVESTMENTS, LLC (LOS ANGELES CA)

TN

08/27/2002 - 08/04/2003

JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)

TX

08/03/2000 - 07/02/2002

INVESCO DISTRIBUTORS, INC. (HOUSTON TX)

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Licenses & Designations

IA

Issued 02/25/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/25/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/03/2016

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/2004

Series 7 - General Securities Representative Examination

BC

Issued 08/02/2000

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 Thomas Akin.
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