Ryan Kelley (CRD# 5337880) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 16 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Bell Investment Advisors, Inc. | Oakland, CA | Apr 2019 - Current | 5 |
Alps Distributors, Inc. | Denver, CO | Sep 2016 - Apr 2019 | 2 |
Seafarer Capital Partners LLC | Larkspur, CA | Aug 2016 - Apr 2019 | 2 |
Various Insurance Carriers For W&r Insurance Agencies | San Mateo, CA | Feb 2016 - Aug 2016 | < 1 |
Waddell & Reed, Inc. | San Mateo, CA | Nov 2015 - Aug 2016 | < 1 |
Brian Wong | San Mateo, CA | Nov 2015 - Aug 2016 | < 1 |
Unemployed | Ventura, CA | Apr 2014 - Nov 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2007 |
S63 | Uniform Securities State Law Examination | Dec 2015 |
- CA
-
Total Assets Under Management645MILLIONS
-
Total Number of Accounts1,156ACCOUNTS
-
Average Account Value$557,558
- 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
- Other
CA, NY, OR, TX, WA
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