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Julie Angela Vogel

Capital Client Group, Inc.

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About Julie Angela Vogel

Julie Vogel is a registered investment advisor representative with Capital Client Group, Inc.. Julie has been in the financial services industry since 2005. Julie has a Series 7, Series 63 and Series 65 licenses, and she is also registered in several states. Julie has experience working with a variety of clients, including high net worth individuals, corporations, and other businesses.

Firm Information

Julie Vogel 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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Julie Vogel’s Registration & Firm History

CA

02/12/2014 - Present

Capital Client Group, Inc. (LOS ANGELES CA)

NV

07/30/2009 - 06/03/2010

CM SECURITIES, LLC (LAS VEGAS NV)

TX

04/20/2009 - 08/07/2009

MOODY SECURITIES, LLC (HOUSTON TX)

KS

07/12/2007 - 03/04/2008

ARI FINANCIAL SERVICES, INC. (OVERLAND PARK KS)

CA

03/10/2006 - 04/13/2007

PACIFIC CORNERSTONE CAPITAL INCORPORATED (IRVINE CA)

TX

06/02/2004 - 03/03/2006

BEHRINGER SECURITIES LP (DALLAS TX)

MD

03/05/2003 - 06/14/2004

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

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Licenses & Designations

IA

Issued 02/12/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/11/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie Angela Vogel.
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