City National Securities, Inc
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About this Advisor
Craig Kelley is a certified financial planner located in Los Angeles, California. Currently an advisor with City National Securities, Inc, they have gathered 18 years of work experience in the financial advisory industry. Kelley maintains Series 65 and Series 63 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Kelley is able to work with clients in California. Kelley has spent their career at City National Securities, Inc. City National Securities, Inc is based out of Los Angeles, California, and has 15 additional locations in the country. Overall, City National Securities, Inc oversees $1 billion in assets across 1,493 client accounts and retains more than 48 people. The level of assets currently under the firm's management places it among the bigger financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 16% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. City National Securities, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based and other fees.
Certifications and Registrations
Years of Experience
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City National Securities, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Craig Kelley Work History
Craig has 18 years of experience.
City National Bank
Craig Kelley has no disclosures.
Please visit their SEC profile for more details.