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Virgil Jess Ruiz

Capital Client Group, Inc.

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About Virgil Jess Ruiz

Virgil Jess Ruiz is a registered representative with Capital Client Group, Inc. located in San Antonio, TX. Virgil has been in the financial services industry since November 20, 2015. Virgil holds the Series 6, Series 7, Series 63, and Series 66 licenses. Virgil is a registered representative in Texas. Prior to joining Capital Client Group, Inc., Virgil was registered with American Funds Distributors, Inc.

Firm Information

Virgil Ruiz 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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Virgil Ruiz’s Registration & Firm History

TX

06/12/2019 - Present

Capital Client Group, Inc. (SAN ANTONIO TX)

TX

07/13/2009 - 01/31/2013

AMERICAN FUNDS DISTRIBUTORS, INC. (SAN ANTONIO TX)

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Licenses & Designations

BC

Issued 06/26/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/09/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/12/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/29/2019

SIE - Securities Industry Essentials Examination

BC

Issued 07/10/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Virgil Jess Ruiz.
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