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Joshua Brett Goodson

Capital Client Group, Inc.

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About Joshua Brett Goodson

Joshua Brett Goodson is a financial advisor registered with Capital Client Group, Inc. Joshua has been in the industry since 2013 and has previous experience with Wells Fargo Clearing Services, LLC and AXA Advisors, LLC. Joshua holds Series 7 and Series 66 securities licenses and the SIE exam. Joshua is registered in Texas as a broker and investment advisor representative. Joshua also serves as a 2nd Lieutenant in the US Army National Guard.

Firm Information

Joshua Goodson 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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Joshua Goodson’s Registration & Firm History

TX

02/12/2019 - Present

Capital Client Group, Inc. (SAN ANTONIO TX)

NC

02/05/2015 - 01/25/2019

WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)

GA

06/04/2013 - 10/06/2014

AXA ADVISORS, LLC (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 09/03/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/03/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Brett Goodson.
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