![Kelly Prusz, financial advisor Eugene OR](/img/ws/profile-blank-sq.png)
Kelly Prusz (CRD# 4573873) is an Investment Advisor Representative working at Primerica Advisors in Eugene, OR and has over 21 years of experience in the finance industry.
![Cody Absalon, financial advisor Eugene OR](/img/ws/profile-blank-sq.png)
CRD# 6422505
Charles Schwab & Company, Inc.
![Dina Ahten, financial advisor Eugene OR](/img/ws/profile-blank-sq.png)
CRD# 4299722
Sapient Private Wealth Management, LLC
![Leopold Alapont, financial advisor Eugene OR](/img/ws/profile-blank-sq.png)
CRD# 5251001
Commonwealth Financial Network
Company Name | Location | Dates | Years |
---|---|---|---|
Pfs Investments Inc. | Eugene, OR | Apr 2018 - Current | 6 |
Primerica Financial Services | Eugene, OR | Apr 2001 - Current | 23 |
Capital Financial Services, Inc. | Minot, ND | Mar 2017 - Feb 2018 | < 1 |
Legacy Financial Services | Eugene, OR | Mar 2017 - Feb 2018 | < 1 |
Pfs Investments Inc. | Eugene, OR | Apr 2011 - Feb 2017 | 5 |
Uplinkspyder | Eugene, OR | Jul 2014 - Oct 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2002 |
S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
- OR
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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