Destiny Nicole Lee
Investment adviser representative at Capital Client Group, Inc.
15 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
15 years in the industry.
- Capital Client Group, Inc.Jun 2022 to now
- Capital Group / American Funds Distributors, Inc.Jun 2022 to now
- Fidelity InvestmentsSep 2020 to May 2022
- Charles Schwab & Co., Inc.Aug 2018 to Sep 2020
- UnemployedMay 2018 to Aug 2018
- Safeco InsuranceJun 2011 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2021
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
- 7005915
- Firm CRD
- 6247