Kirby Powers Lawson
Investment adviser representative at Capital Client Group, Inc.
13 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
13 years in the industry.
- Capital Client Group, Inc.Jan 2026 to now
- Capital Group / Capital Client Group, Inc.Jan 2026 to now
- Ima Financial Group/ Ima Advisory Svcs., Inc.Jul 2022 to Dec 2025
- Morningstar, Inc./morningstar Investment Management LLCJul 2018 to Jun 2022
- BNY Mellon Wealth ManagementJun 2017 to Jul 2018
- Butler UniversityAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2026
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
- 6715071
- Firm CRD
- 6247