Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rex? Claim Your ProfileRex Bradford Morgan is a financial advisor with Capital Client Group, Inc. Rex has been in the securities industry since July 7, 2014, and is registered in California, Colorado, Idaho, Montana, Nebraska, North Dakota, Oregon, South Dakota, Utah, Washington and Wyoming. Rex holds the Series 7 and Series 63 licenses, as well as the Securities Industry Essentials Examination. Rex also holds the designation of Certified Financial Planner. Rex's current firm is Capital Client Group, Inc. where Rex has been employed since August 2024. Rex's prior firm was Vanguard Marketing Corporation. Rex also has a secondary business as an owner of a short-term rental property.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
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2
CA
08/09/2024 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
AZ
07/08/2014 - 08/08/2024
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 07/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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