Kelly Kidwell, financial advisor Claremont CA
86 score

Kelly Kidwell

CRD Number: 1791875
Current Firm: Park Avenue Securities LLC

Kelly Kidwell (CRD# 1791875) is an Investment Advisor Representative working at Park Avenue Securities LLC in Claremont, CA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Guardian Life Insurance Company Claremont, CA Jan 2006 - Current 10
Park Avenue Securities, LLC Claremont, CA Jan 2006 - Current 10
Pacific Advisors Inc. Montclair, CA Apr 2002 - Current 14
Ameritas Investment Corp. Montclair, CA Dec 1997 - Current 19
Amerus Life Insurance Des Moines, IA Dec 1993 - Current 23
Fidelity First, Inc. Sacramento, CA Jul 1993 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1999
S65 NASAA Investment Advisors Law Examination Jul 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Kelly G. Kidwell
Phone Number: 1-888-600-4667
Registered State(s):
  • AZ
  • NJ
  • UT
  • TX
  • CA
  • NV
  • DC
  • OH
  • HI
  • KS
  • LA
  • MT
  • OR
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
86

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