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Kevin John Carevic

Capital Client Group, Inc.

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About Kevin John Carevic

Kevin Carevic is a registered investment advisor representative with Capital Client Group, Inc. Kevin has been working in the financial industry since 2000. Kevin's career began at Franklin/Templeton Distributors, Inc., where he worked for over 17 years. Kevin holds several professional licenses, including Series 6, Series 7, Series 26, Series 63 and Series 65. Kevin holds a current registration with the state of California as an Investment Advisor Representative. In addition to his role at Capital Client Group, Inc., Kevin also provides investment advice to individuals and businesses. Kevin's areas of expertise include portfolio management, financial planning and retirement planning.

Firm Information

Kevin Carevic 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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Kevin Carevic’s Registration & Firm History

CA

03/29/2018 - Present

Capital Client Group, Inc. (LOS ANGELES CA)

CA

08/22/2000 - 02/20/2018

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

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Licenses & Designations

IA

Issued 03/29/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/10/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/04/2018

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/06/2005

Series 7 - General Securities Representative Examination

BC

Issued 08/21/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kevin John Carevic. Review regulatory record here.
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