DFX Intelligence
Advisors
Advisors registered through Capital Group Private Client Services, Inc.About this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
105 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Lucas Nathanial Trammell | Capital Group Private Client Services, Inc. independent RIA | Los Angeles, Ca | Sep 15, 2025 | 20 y | 1 | 6 |
| Caroline Margaret Truchan | Capital Group Private Client Services, Inc. independent RIA | New York, Ny | Apr 6, 2026 | 10 y | 2 | 6 |
| Yelena Leah Vayner | Capital Group Private Client Services, Inc. independent RIA | Los Angeles, Ca | Jul 1, 2021 | 15 y | 2 | 6 |
| Z•••••• W••••• | C•••••• G•••• P•••••• C••••• S•••••••• I••• independent RIA | Los Angeles, Ca | Oct 10, 2025 | 12 y | 0 | 6 |
| M•••••• Y•••• Certified Financial Planner | C•••••• G•••• P•••••• C••••• S•••••••• I••• independent RIA | Atlanta, Ga | Feb 19, 2025 | 21 y | 0 | 6 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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