Beatrix Abood
Investment Adviser Representative at Capital Client Group, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Beatrix Abood is an investment adviser representative with Capital Client Group, Inc. in Carmel, IN, where they have been registered since 2022. They have worked in the securities industry since 2015 and were previously registered with Nationwide Investment Services Corporation. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Indiana.
Office
Advisors at this office: 109
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Indiana
- Broker:
11 states and territories
California, Delaware, Florida, Indiana, Maryland, Massachusetts, Missouri, New Jersey, Ohio, Pennsylvania, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- NationwideFeb 2015 – May 2022Grandview Heights, OH
- Capital Group - American Funds Distributors, Inc.Jun 2022 – Sep 2023Carmel, IN
- Michael KorsOct 2016 – Jan 2018Columbus, OH
- Capital Group - American Funds Distributors, Inc.Sep 2023 – Apr 2026Carmel, IN
- Capital Group/Capital Client Group, Inc.Apr 2026 – no end date reportedCarmel, IN
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Capital Client Group, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Carmel, IN
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Beatrix Abood has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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