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Kristina Elizabeth Page

Capital Client Group, Inc.

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About Kristina Elizabeth Page

Kristina Elizabeth Page is a financial advisor with Capital Client Group, Inc. in Los Angeles, California. Kristina has been in the financial services industry since December 1998 and has a strong background in both brokerage and investment advisory services. Kristina is licensed to offer both investment advisory and brokerage services and is registered with the State of California.

Firm Information

Kristina Page 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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Kristina Page’s Registration & Firm History

CA

11/07/2013 - Present

Capital Client Group, Inc. (LOS ANGELES CA)

NC

04/05/2005 - 11/02/2013

WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)

CA

12/12/2001 - 04/04/2005

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

CA

11/10/1998 - 11/02/2001

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

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Licenses & Designations

BOTH

Issued 11/02/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/24/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/17/2014

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2002

Series 7 - General Securities Representative Examination

BC

Issued 11/09/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristina Elizabeth Page.
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