Kelley CloweCRD Number: 2853765
Current Firm: Capital West Financial Advisers
Kelley Clowe (CRD# 2853765) is an Investment Advisor Representative working at Capital West Financial Advisers in Keller, TX and has over 22 years of experience in the finance industry. Kelley Clowe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Box Financial Advisors, LLC
Hedgefield Wealth Management LLC
|23rd Financial, Llc Dba Capital West Financial Advisers||Keller, TX||May 2016 - Current||3|
|Capital West Securities||Keller, TX||May 2010 - May 2016||6|
|Princor Financial Services Corporation||Keller, TX||Apr 2010 - May 2016||6|
|Geary Securities, Inc.||Keller, TX||Jun 2002 - Apr 2010||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1997|
|S65||NASAA Investment Advisors Law Examination||Aug 1999|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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