Kellen Doop (CRD# 5042436) is an Investment Advisor Representative working at Maxwell Financial Group, Inc. in Calabasas, CA and has over 18 years of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
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Wealth Management Partners Of Los Angeles
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Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Maxwell Financial Group | Redondo Beach, CA | Oct 2017 - Current | 6 |
| Maxwell Financial Group, Inc. | Calabasas, CA | Oct 2017 - Current | 6 |
| Mass Mutual Life Insurance Company | Westlake Village, CA | Apr 2009 - Current | 15 |
| Mml Investors Services Inc. | Westlake Village, CA | Jan 2010 - Sep 2017 | 7 |
| Mass Mutual Group | Los Angeles, CA | Feb 2009 - Sep 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2006 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
- CA
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts30ACCOUNTS
-
Average Account Value$273,333
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, OR
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