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  • 895 Dove Street Suite 300
    Newport Beach, Ca 92660

Member FINRA/SIPC
Customer Relationship Summary

ICON Capital Group, LLC, member FINRA and SIPC.

Clearing and Custodial services provided on a fully disclosed basis by RBC Clearing and Custody, a division of RBC Capital Markets LLC. Please visit https://www.rbcclearingandcustody.com/en-us/

Check the background of ICON Capital Group, LLC. and its Investment Professionals on FINRA's Brokercheck

Rule 605 and 606 Reporting

Please visit: https://www.rbcwm-usa.com/legal/rbc-cs/cid-360855.html

Please visit: http://external.s3.com/rule606/rbcwm/correspondentsvcs/

Investing always involves risk No investment is protected against loss.

Disclosures Concerning Low-Priced Equity Securities

Brokerage Products are Not FDIC Insured; They have NO bank guarantee; They may lose value

  • Past performance does not indicate future results.
  • Diversification does not ensure a profit or protect against declining markets.
  • Consider your investment objectives before investing.
  • Neither ICG nor any of its affiliates provide legal, tax or accounting advice.

California Benefits and Retirement Group (CALBRG) is a State of California Registered Investment Adviser, and is a separately owned company.

Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA" and "Certified Investment Management Analyst."

Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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