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Davina Jean Merrell

Capital Client Group, Inc.

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About Davina Jean Merrell

Davina Jean Merrell is a financial professional with over 20 years of experience in the financial services industry. Davina has a broad range of experience, having worked with both Oneamerica Securities, Inc. and David A. Noyes & Company. Davina currently holds registrations with FINRA, and is registered as an Investment Advisor Representative in the state of California. Davina is currently employed with Capital Client Group, Inc. Davina has a strong track record of providing clients with personalized financial advice and investment management services. Davina is committed to helping clients achieve their financial goals.

Firm Information

Davina Merrell 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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Davina Merrell’s Registration & Firm History

CA

01/09/2024 - Present

Capital Client Group, Inc. (LOS ANGELES CA)

IN

12/19/2014 - 05/22/2018

ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)

IN

08/06/2003 - 12/10/2014

DAVID A. NOYES & COMPANY (INDIANAPOLIS IN)

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Licenses & Designations

IA

Issued 04/17/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/21/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/11/2022

Series 24 - General Securities Principal Examination

BC

Issued 05/22/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/05/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Davina Jean Merrell.
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