William
Carey
Capital Group Private Client Services, Inc
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About this Advisor
William Carey is a financial advisor operating in Los Angeles, California with 2 years of relevant experience. Carey is an employee of Capital Group Private Client Services, Inc. Carey has gained experience at Capital Guardian Trust Company, Capital Bank And Trust Company and Capital Group Private Client Services, Inc. Carey holds Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to serve investors in California, Georgia, Illinois, Nevada, New York and Texas. Capital Group Private Client Services, Inc is a registered investment business operating out of Los Angeles, CA. The investment advisory business has offices in six locations and a total of 179 financial advisors. It oversees $31 billion in total assets between its 9,785 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 523 charities and foundations. Of its 9,785 client accounts, 88% are held by high-net-worth investors who have at least $1 million in assets available to invest. The company performs a wide range of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial advisory fees depend on which service is provided. However, fee types billed by Capital Group Private Client Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Group Private Client Services, Inc Brokerage Details
$30,900,584,168
179
9,785
$3,157,954
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
William Carey Work History
William has been registered as a financial advisor for 2 years.*
Capital Group Private Client Services, Inc
Capital Bank And Trust Company
Capital Guardian Trust Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Carey 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 Capital Group Private Client Services, Inc
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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