Maggie Rose Willfong
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.May 2022 to now
- Baylor UniversityAug 2018 to now
- Capital Group - American Funds Distributors, Inc.Aug 2021 to Mar 2025
- Capital GroupJun 2020 to Aug 2020
- ExpressDec 2019 to Jan 2020
- Brooks Residential CollegeAug 2019 to May 2021
- Fresh Healthy CafeJun 2017 to Aug 2018
- Navarro Independent School DistrictAug 2011 to May 2018
Exams passed
- 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
- 7262610
- Firm CRD
- 6247