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Beatrix Abood

Investment adviser representative at Capital Client Group, Inc.
11 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

11 years in the industry.

  1. Capital Group/capital Client Group, Inc.Apr 2026 to now
  2. Capital Client Group, Inc.Dec 2022 to now
  3. Capital Group - American Funds Distributors, Inc.Jun 2022 to Apr 2026
  4. Michael KorsOct 2016 to Jan 2018
  5. NationwideFeb 2015 to May 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018
  • Series 66 · Uniform Combined State Law2022

State registrations

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

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
6584068
Firm CRD
6247
Advisor's SEC record (opens in a new tab)
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