Kelsey WhiteCRD Number: 6244751
Current Firm: Ameriprise Financial Services, Inc.
Kelsey White (CRD# 6244751) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Las Vegas, NV and has over 3 years of experience in the finance industry.
Kingsbridge Wealth Management, Inc.
Hornor, Townsend & Kent, Inc.
Cathay Consultants Ltd.
|Ameriprise Financial||Las Vegas, NV||Sep 2013 - Current||3|
|Red Haw Golf Course||Reno, NV||May 2013 - Oct 2013||< 1|
|Wait Law Firm||Reno, NV||Jan 2013 - Sep 2013||< 1|
|Joe Crowley Student Union||Reno, NV||Mar 2010 - Jun 2013||3|
|University Of Nevada, Reno||Reno, NV||Sep 2009 - May 2013||3|
|Brasada Ranch||Powell Butte, OR||Jul 2011 - Aug 2012||1|
|Eagle Crest Resort||Redmond, OR||Mar 2008 - Jul 2011||3|
|Redmond High School||Redmond, OR||Sep 2004 - Jun 2008||3|
|Tumalo Perk Company||Tumalo, OR||Aug 2007 - Dec 2007||< 1|
|Bryant, Emerson & Fitch||Redmond, OR||Sep 2006 - Apr 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV