Kelley Fant, financial advisor Columbia MD
93 score

Kelley Fant

CRD Number: 5508417
Current Firm: Rbc Capital Markets, LLC

Kelley Fant (CRD# 5508417) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Columbia, MD and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Rbc Capital Markets Corporation Columbia, MD Mar 2009 - Current 7
Ferris, Baker Watts, Inc. Columbia, MD Oct 1993 - Mar 2009 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2010
Contact Info for Kelley J. Fant
Phone Number: 212-858-7000
Firm Website: https://www.rbccm.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    76,274
    MILLIONS
  • Total Number of Accounts
    192,243
    ACCOUNTS
  • Average Account Value
    $396,757
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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