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Eric Matthew Kirkman

Capital Client Group, Inc.

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About Eric Matthew Kirkman

Eric Matthew Kirkman is an investment advisor representative with Capital Client Group, Inc. He is registered with the state of California. Eric Matthew Kirkman has been in the securities industry since 1999. Eric Matthew Kirkman has previously worked at Columbia Management Investment Distributors, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Eric Kirkman 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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Eric Kirkman’s Registration & Firm History

CA

01/21/2022 - Present

Capital Client Group, Inc. (LOS ANGELES CA)

MA

05/01/2010 - 01/05/2022

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)

MA

06/21/2004 - 05/01/2010

COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)

NC

01/01/2003 - 06/21/2004

BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)

AR

05/07/2002 - 01/01/2003

STEPHENS INC. (LITTLE ROCK AR)

NY

04/03/2000 - 04/18/2002

PIMCO FUNDS DISTRIBUTORS LLC (NEW YORK NY)

NY

07/08/1999 - 02/01/2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/09/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Matthew Kirkman.
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