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Kyle Robert Weathers

Capital Client Group, Inc.

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About Kyle Robert Weathers

Kyle Robert Weathers is a financial advisor registered with Capital Client Group, Inc. and has been in the industry since July 15, 2005. Kyle is also registered with the state of Indiana as an investment advisor representative. Kyle has a diverse background with previous experience at J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., PNC INVESTMENTS, NATCITY INVESTMENTS, INC. and WADDELL & REED, INC. Kyle holds several licenses and certifications, including Series 6, Series 7TO, Series 63, and Series 65 licenses.

Firm Information

Kyle Weathers 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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Kyle Weathers’s Registration & Firm History

IN

05/05/2015 - Present

Capital Client Group, Inc. (CARMEL IN)

IN

10/01/2012 - 05/09/2014

J.P. MORGAN SECURITIES LLC (ZIONSVILLE IN)

IN

05/14/2010 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (ZIONSVILLE IN)

IN

11/13/2009 - 05/10/2010

PNC INVESTMENTS (LEBANON IN)

IN

01/16/2009 - 11/13/2009

NATCITY INVESTMENTS, INC. (LEBANON IN)

IN

06/02/2005 - 01/08/2009

WADDELL & REED, INC. (INDIANAPOLIS IN)

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Licenses & Designations

IA

Issued 05/05/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/16/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/26/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle Robert Weathers.
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