Kelsey Financial, LLC
Kelsey Financial, LLC (CRD# 314950) is a financial advisory firm headquartered in Moorpark, CA. They manage $138,386,767 in 237 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management138MILLION
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Total Number of Accounts237ACCOUNTS
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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
Jeffrey Alstot (CRD# 5864067) is an Investment Advisor Representative working at Kelsey Financial, LLC in Moorpark, CA and has over 7 years of experience in the finance industry.
Ilan Fersht (CRD# 1174011) is an Investment Advisor Representative working at Kelsey Financial, LLC in Oak Park, CA and has over 31 years of experience in the finance industry.
Annette Gallo (CRD# 6312251) is an Investment Advisor Representative working at Kelsey Financial, LLC in Moorpark, CA and has 1 year of experience in the finance industry.
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.
Steven Hoppel (CRD# 4845148) is an Investment Advisor Representative working at Kelsey Financial, LLC in Moorpark, CA and has over 16 years of experience in the finance industry.
Susanne Cullen (CRD# 7538063) is an Investment Advisor Representative working at Kelsey Financial, LLC in Moorpark, CA and has 1 year of experience in the finance industry.
Stephen Egnatchik (CRD# 7852978) is an Investment Advisor Representative working at Kelsey Financial, LLC in Westlake Village, CA and has 1 year of experience in the finance industry.
Jonathan Fersht (CRD# 5799239) is an Investment Advisor Representative working at Kelsey Financial, LLC in Westlake Village, CA and has over 13 years of experience in the finance industry.
Chandler Tso (CRD# 7490166) is an Investment Advisor Representative working at Kelsey Financial, LLC in Moorpark, CA and has over 2 years of experience in the finance industry.