Kelli
Hernandez
Mariner Wealth
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About this Advisor
Kelli Hernandez is a financial advisor based in Houston, Texas, working with Mariner Wealth. Kelli has previously held positions at Foresters Financial, Boomerjack's Grill and Bar, Alliance Wealth Management, Texas Christian University, Raymond James Financial Services, Inc, Quest Capital Management, Wealth Covenant Group LLC, and Mariner Wealth Advisors. Kelli has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Kelli is part of Mariner Wealth, which operates out of Houston, Texas. The firm has 68 offices and 1,498 employees. The firm manages assets totaling $81.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Mariner Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Wealth Brokerage Details
$81,106,925,484
1,498
132,567
$611,818
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Kelli Hernandez Work History
Mariner Wealth Advisors
Wealth Covenant Group LLC
Raymond James Financial Services, Inc
Quest Capital Management
Foresters Financial
Boomerjack'S Grill And Bar
Alliance Wealth Management
Texas Christian University
Disclosures
Please visit the SEC profile of Kelli Hernandez 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 Mariner Wealth
Los Angeles, CA
Manasquan, NJ
Sarasota, FL
Minneapolis, MN
Saint Louis, MO
Madison, NJ
Plano, TX
Villa Park, IL
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