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Karesse Renay Bradley

Capital Client Group, Inc.

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About Karesse Renay Bradley

Karesse Bradley is a registered representative with Capital Client Group, Inc. Karesse has been in the financial industry since 2015 and has experience with Edward Jones, State Farm, NYLIFE Securities LLC, and The Vanguard Group, Inc. Karesse has a Series 63, Series 66, and Series 7 license. Karesse is registered in Oklahoma as a broker-dealer and investment advisor. Karesse is committed to helping clients achieve their financial goals.

Firm Information

Karesse Bradley 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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Karesse Bradley’s Registration & Firm History

OK

01/21/2025 - Present

Capital Client Group, Inc. (Yukon OK)

NC

09/29/2021 - 09/22/2023

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

IN

04/01/2021 - 08/04/2021

NYLIFE SECURITIES LLC (CARMEL IN)

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Licenses & Designations

BOTH

Issued 11/01/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/13/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/15/2021

Series 7TO - General Securities Representative Examination

BC

Issued 04/01/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/19/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Karesse Renay Bradley. Review regulatory record here.
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