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Kelly Volz Campbell

Capital Client Group, Inc.

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About Kelly Volz Campbell

Kelly Volz Campbell is a financial advisor with over 20 years of experience in the industry. Kelly is registered with Capital Client Group, Inc. and holds the Series 7, Series 24, and Series 63 licenses. Kelly also holds the SIE exam. Kelly is a Chartered Financial Analyst. Kelly has previously worked with Blackrock Investments, LLC. Kelly has experience working with a variety of clients including individuals, corporations, and institutions. Kelly provides investment advisory services and recommends affiliated investment advisors.

Firm Information

Kelly Campbell 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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Kelly Campbell’s Registration & Firm History

CA

08/18/2022 - Present

Capital Client Group, Inc. (Los Angeles CA)

NY

11/08/2013 - 10/27/2015

BLACKROCK INVESTMENTS, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/30/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/05/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/08/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Volz Campbell.
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