Kelly McCann (CRD# 7900382) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Bellingham, WA and has 1 year of experience in the finance industry.
CRD# 1069257
Wells Fargo Advisors
CRD# 2375862
D.a. Davidson & Company
CRD# 2231612
Royal Fund Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dynamic Wealth Advisors Dba Crestview Capital Management | Agoura Hills, CA | Apr 2024 - Current | < 1 |
| Roger Jobs Automotive | Bellingham, WA | Aug 2016 - Feb 2024 | 7 |
| Coldwell Banker Bain | Bellingham, WA | Aug 2014 - Aug 2016 | 2 |
| Unemployed | Bellingham, WA | Mar 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- CA
- WA
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Total Assets Under Management4,829MILLIONS
-
Total Number of Accounts14,988ACCOUNTS
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Average Account Value$322,208
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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