Kelly Albertson, financial advisor Houston TX
90 score

Kelly Albertson

CRD Number: 5888936
Current Firm: Kerns Capital Management, Inc.

Kelly Albertson (CRD# 5888936) is an Investment Advisor Representative working at Kerns Capital Management, Inc. in Houston, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Kerns Capital Management, Inc. Houston, TX Mar 2008 - Current 8
Wells Fargo Financial Katy, TX May 2007 - Mar 2008 < 1
Texas State University San Marcos, TX Sep 2003 - May 2007 3
Texas Wings, Inc. Austin, TX Jan 2005 - Mar 2007 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for Kelly M. Albertson
Phone Number: 713-993-0949
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    188
    MILLIONS
  • Total Number of Accounts
    308
    ACCOUNTS
  • Average Account Value
    $610,746
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States

GA, LA, ME, NY, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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