Lorin Elizalde
Investment adviser representative at Capital Client Group, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Experience
12 years in the industry.
- Capital Client Group, Inc.Oct 2025 to now
- Capital Group / Capital Client Group, Inc.Sep 2025 to now
- Stepping Stones Financial/equitable Advisors, LLCAug 2021 to Aug 2025
- Charles Schwab & Co., Inc.Jun 2019 to Jun 2021
- Equitable Advisors / AXA Advisors, LLCAug 2018 to Apr 2019
- UnemployedJun 2018 to Aug 2018
- University of TexasAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6945040
- Firm CRD
- 6247