Cole
Kelly

American Funds Distributors, Inc

CRD#7200055
Investment Advisor
in San Antonio, TX

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About this Advisor

Cole Kelly is a financial advisor based in San Antonio, Texas, working with American Funds Distributors, Inc. Cole has previously held positions at Pacific Life Insurance Co, Southwestern University, Fort Bend Texans, and Capital Group - American Funds Distributors, Inc. Cole has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Cole is part of American Funds Distributors, Inc, which operates out of San Antonio, Texas. The firm has 8 offices and 825 employees. The services offered by the firm include other services. The fee structure at American Funds Distributors, Inc includes other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Other

Fee Structure

Others

Office Location

3500 Wiseman Blvd
San Antonio, TX 78251-4321

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American Funds Distributors, Inc Brokerage Details

Total Number of Employees

825

TX Average: 43

Investment Advisory Services

  • Other

Cole Kelly Work History

2023 - Present (1 year)

Capital Group - American Funds Distributors, Inc

2021 - 2023 (2 years)

Capital Group - American Funds Distributors, Inc

2019 - 2021 (2 years)

Pacific Life Insurance Co

2018 - 2018 (< 1 year)

Pacific Life Insurance Co

2015 - 2019 (4 years)

Southwestern Univeristy

2015 - 2017 (2 years)

Fort Bend Texans

Disclosures

Please visit the SEC profile of Cole 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 American Funds Distributors, Inc

Marc Nabi
New York, NY
Andrew Christos
Los Angeles, CA
Matthew Bloemer
Los Angeles, CA
Kate Turner
Los Angeles, CA
Sam Gumma
Los Angeles, CA
Clifford Heidinger
Los Angeles, CA
Mallory Meyer
San Antonio, TX
Scott Grouten
Los Angeles, CA

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