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Financial ADVSR advisor directory · SEC adviser records

Kelsey Financial, LLC financial advisors in California

Every SEC-registered investment adviser representative at a Kelsey Financial, LLC office in California, by city and A to Z.

The short answer

7 registered advisors work at Kelsey Financial, LLC in California, out of 7 nationwide; it's the firm's number 1 state by advisors, and the most are in Moorpark (4). 0 list the CFP designation and 0 are also registered broker representatives.

Kelsey Financial, LLC advisors by city in California

Every firm in California →

Moorpark 4Westlake Village 2Oak Park 1

Kelsey Financial, LLC advisors in California, A to Z

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Kelsey Financial, LLC advisors in every state →Kelsey Financial, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Kelsey Financial, LLC financial advisors are in California?

7 investment adviser representatives are registered at Kelsey Financial, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 7 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in California does Kelsey Financial, LLC have the most advisors?

Moorpark, with 4, then Westlake Village (2). Kelsey Financial, LLC has advisors in 3 cities in California.

How do I check a Kelsey Financial, LLC advisor in California?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Kelsey Financial, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.