Kelli Mann (CRD# 7222342) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 3 years of experience in the finance industry.
CRD# 1069257
Wells Fargo Advisors Financial Network, LLC
CRD# 2375862
D.a. Davidson & Company
CRD# 2231612
Royal Fund Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Saturna Brokerage Services | Bellingham, WA | Nov 2020 - Current | 3 |
| Saturna Capital Corporation | Bellingham, WA | Jan 2020 - Current | 3 |
| Saturna Brokerage Services | Bellingham, WA | Jan 2020 - Nov 2020 | < 1 |
| Alten Battery Chargers | Bellingham, WA | Sep 2015 - Feb 2020 | 4 |
| Specified Fittings | Bellingham, WA | May 2016 - Jan 2020 | 3 |
| Ejm Bookkeeping | Bellingham, WA | Dec 2015 - Aug 2016 | < 1 |
| Homemaker | Bellingham, WA | Jan 2015 - Sep 2015 | < 1 |
| Superfeet | Ferndale, WA | Jan 2007 - Jan 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2020 |
- WA
-
Total Assets Under Management6,644MILLIONS
-
Total Number of Accounts115ACCOUNTS
-
Average Account Value$57,771,641
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
CA, FL, GA, ID, IL, IN, MD, MI, ND, NV, NY, OH, TX, VA, WA
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