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Francisco Javier Corona

Capital Client Group, Inc.

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About Francisco Javier Corona

Francisco Javier Corona is a financial advisor with over 5 years of experience in the financial services industry. Francisco holds the Series 7, Series 63, and SIE licenses. Francisco is currently registered with Capital Client Group, Inc. in Texas. Francisco is a Certified Financial Planner. Francisco was previously registered with Franklin Templeton Financial Services Corp. and Franklin/Templeton Distributors, Inc. in California. Francisco has experience working with individuals and businesses.

Firm Information

Francisco Corona 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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Francisco Corona’s Registration & Firm History

TX

11/06/2024 - Present

Capital Client Group, Inc. (San Antonio TX)

CA

06/26/2020 - 07/07/2021

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (RANCHO CORDOVA CA)

CA

11/08/2018 - 07/07/2021

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (RANCHO CORDOVA CA)

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Licenses & Designations

BC

Issued 12/20/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/09/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/08/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Francisco Javier Corona.
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