Craig
Kelley
Kelley Investments
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About this Advisor
Craig Kelley is a financial advisor based in Del Mar, California, working with Kelley Investments. Craig has previously held positions at Kelley Investments and Ceros Financial Services, Inc. Craig has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Craig is part of Kelley Investments, which operates out of Del Mar, California. The firm has 3 employees and manages assets totaling $162.6 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Kelley Investments includes asset-based and hourly fees.
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Kelley Investments Brokerage Details
$162,610,189
3
330
$492,758
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Craig Kelley Work History
Ceros Financial Services, Inc
Kelley Investments
Disclosures
Please visit the SEC profile of Craig Kelley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kelley Investments
Del Mar, CA
Encinitas, CA
Del Mar, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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