Kellen LeavittCRD Number: 5967000
Current Firm: Knox Capital Advisors, LLC
Kellen Leavitt (CRD# 5967000) is an Investment Advisor Representative working at Knox Capital Advisors, LLC in Draper, UT and has over 2 years of experience in the finance industry.
Brighton Wealth Management, Inc.
|Kcg Securities, LLC||Draper, UT||May 2014 - Current||2|
|Knox Capital Advisors, LLC||Draper, UT||May 2014 - Current||2|
|Ameriprise Financialservices, Inc.||Draper, UT||May 2013 - May 2014||1|
|Integrated Financial Group||Salt Lake City, UT||Sep 2012 - May 2013||< 1|
|Ameriprise Financial||South Jordan, UT||Jul 2011 - Sep 2012||1|
|Utah Valley University||Orem, UT||Nov 2010 - Jul 2011||< 1|
|Stewarts Lawncare||Orem, UT||Jun 2010 - Nov 2010||< 1|
|Utah Valley University||Orem, UT||Aug 2009 - Jun 2010||< 1|
|Humanitarian||Lille,||Aug 2008 - Aug 2009||1|
|Humanitarian||Brussels,||Aug 2007 - Aug 2008||1|
|Keebler Snacks||Salt Lake City, UT||May 2007 - Aug 2007||< 1|
|Dixie State College||St George, UT||Aug 2006 - May 2007||< 1|
|Lone Peak Highschool||Highland, UT||Aug 2003 - Aug 2006||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2014|
Total Assets Under Management134MILLIONS
Total Number of Accounts462ACCOUNTS
Average Account Value$291,083
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, ID, MA, MT, NV, TX, UT, WA
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