Kiel Holmes (CRD# 6245170) is an Investment Advisor Representative working at Kelsey Financial, LLC in Moorpark, CA and has over 10 years of experience in the finance industry.
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 6491551
Quantum Financial Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Kelsey Financial, LLC | Moorpark, CA | Jan 2018 - Current | 6 |
Self-employed | Los Angeles, CA | Jan 1992 - Current | 32 |
Jl Hahn Construction | Canyon Country, CA | Sep 2017 - Dec 2017 | < 1 |
Western International Securities, Inc. | Pasadena, CA | Aug 2017 - Dec 2017 | < 1 |
Financial West Group | Westlake Village, CA | Aug 2014 - Aug 2017 | 3 |
Uber Technologies, Inc. | Los Angeles, CA | Dec 2015 - Jun 2016 | < 1 |
Butorac Wealth Management | Los Angeles, CA | Aug 2013 - Aug 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2014 |
- CA
- NV
- TX
-
Total Assets Under Management138MILLIONS
-
Total Number of Accounts237ACCOUNTS
-
Average Account Value$583,910
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
CA, NV, OR, TX
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