Kelly Freeman (CRD# 6887813) is an Investment Advisor Representative working at Boyce & Associates Wealth Consulting, Inc. in Cedar Park, TX and has over 5 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Bka Wealth Consulting, Inc. | Cedar Park, TX | Nov 2020 - Current | 3 |
Park Avenue Securities | Austin, TX | Aug 2018 - Nov 2020 | 2 |
Guardian Life Insurance Co Of America | Austin, TX | Apr 2018 - Nov 2020 | 2 |
American Academy Charter School | Castle Pines, CO | Jul 2017 - Jul 2018 | 1 |
Primerica Financial Services | Greenwood Village, CO | Jan 2017 - Jul 2018 | 1 |
Red Hawk Elementary School | Centennial, CO | Jun 2015 - Jul 2017 | 2 |
Rock Ridge Elementary School | Castle Rock, CO | Jun 2012 - Jul 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2018 |
S65 | NASAA Investment Advisors Law Examination | May 2020 |
- TX
-
Total Assets Under Management165MILLIONS
-
Total Number of Accounts725ACCOUNTS
-
Average Account Value$228,232
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
ID, TX
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