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Britney Lively Melvin

Investment adviser representative at Capital Client Group, Inc.
21 yearsExperience
1 stateRegistered in
$0Firm assets
13 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Other

Experience

21 years in the industry.

  1. Capital Client Group, Inc.Mar 2019 to now
  2. American FundsMar 2019 to now
  3. John HancockSep 2005 to Feb 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 66 · Uniform Combined State Law2012

State registrations

Registered as an investment adviser representative in 1 state (CA).

Capital Client Group, Inc.

$0Assets managed
0Clients
606Advisers
13 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3247850
Firm CRD
6247
Advisor's SEC record (opens in a new tab)
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