Kelly Pearce (CRD# 7306507) is an Investment Advisor Representative working at Bpp Wealth Solutions, LLC in Basking Ridge, NJ and has 1 year of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bpp Wealth Solutions | Basking Ridge, NJ | Mar 2023 - Current | 1 |
| Mutual Securities, Inc. | Camarillo, CA | Oct 2020 - Current | 3 |
| Bpp Wealth Solutions | Basking Ridge, NJ | Sep 2020 - Mar 2023 | 2 |
| Ogilvy Health | Parsippany, NJ | Jul 2019 - Oct 2020 | 1 |
| Lehigh University | South Bethlehem, PA | Aug 2015 - May 2019 | 3 |
| Ogilvy Health | Parsippany, NJ | Jun 2018 - Jan 2019 | < 1 |
| Bridgewater High School | Bridgewater, NJ | Aug 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- NJ
-
Total Assets Under Management187MILLIONS
-
Total Number of Accounts351ACCOUNTS
-
Average Account Value$533,695
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CO, NJ, NY, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.