Alexis
Cole
California Capital Management
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About this Advisor
Alexis Cole is a financial advisor based in Burbank, California, working with California Capital Management. Alexis has previously held positions at Lpl Financial LLC, Purshe Kaplan Sterling Investments, and California Capital Management. Alexis has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Alexis is part of California Capital Management, which operates out of Burbank, California. The firm has 10 employees and manages assets totaling $300.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at California Capital Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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California Capital Management Brokerage Details
$300,352,634
10
978
$307,109
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Alexis Cole Work History
California Capital Management
Purshe Kaplan Sterling Investments
Lpl Financial LLC
Disclosures
Please visit the SEC profile of Alexis Cole to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at California Capital Management
Burbank, CA
Burbank, CA
North Hollywood, CA
Burbank, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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