Laura
Kelly
Evanson Asset Management, LLC
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About this Advisor
Laura Kelly is a financial advisor working out of Carmel, California, who has 16 years of relevant experience. Kelly currently works for Evanson Asset Management, LLC. They have spent their complete time as a financial advisor at Evanson Asset Management, Llc. Kelly has a Series 65 license, qualifying them as an investment advisor representative, and is able to operate in California and Texas. Evanson Asset Management, LLC is a registered investment company with a branch in Carmel, California. The firm has offices in four locations and a total of six advisors. It oversees $4 billion in total assets between its 4,458 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to seven charitable organizations. Of its 4,458 client accounts, 78% are associated with high-net-worth investors who have greater than $1 million in assets. The company has a few services, including financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules depend on which service is provided. Fees charged by Evanson Asset Management, LLC likely consist of some combination of hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Evanson Asset Management, LLC Brokerage Details
$4,364,339,196
6
4,458
$978,990
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Laura Kelly Work History
Laura has been registered as a financial advisor for 16 years.*
Evanson Asset Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Laura Kelly 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 Evanson Asset Management, LLC
Monterey, CA
Carmel, CA
Carmel, CA
Anacortes, WA
Carmel, CA
Carmel, CA
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