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Clifford Webb Heidinger

Capital Client Group, Inc.

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About Clifford Webb Heidinger

Clifford Webb Heidinger is a registered investment advisor representative with Capital Client Group, Inc. Clifford Webb Heidinger is also a registered representative with the firm. Clifford Webb Heidinger has been in the securities industry since November 1995. Clifford Webb Heidinger has passed the Series 63, Series 7, Series 26, and Series 65 exams. Clifford Webb Heidinger has been registered in California, Connecticut, Florida, Illinois, Maine, Massachusetts, New Hampshire, New York, Rhode Island, and Vermont. Clifford Webb Heidinger has previously worked at Dividend Capital Securities, LLC and Dreyfus Service Corporation.

Firm Information

Clifford Heidinger 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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Clifford Heidinger’s Registration & Firm History

CA

04/22/2014 - Present

Capital Client Group, Inc. (LOS ANGELES CA)

CO

08/01/2005 - 04/15/2014

DIVIDEND CAPITAL SECURITIES, LLC (DENVER CO)

NY

01/14/2005 - 07/05/2005

DREYFUS SERVICE CORPORATION (NEW YORK NY)

NY

10/30/1995 - 01/12/2005

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/01/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/08/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/02/2014

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/27/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Clifford Webb Heidinger.
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