Kelly Masuda, financial advisor Los Angeles CA

Kelly Masuda

CRD Number: 2250151
Current Firm: Everclear Investments, LLC

Kelly Masuda (CRD# 2250151) is an Investment Advisor Representative working at Everclear Investments, LLC in Los Angeles, CA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Caruso Affiliated Los Angeles, CA Sep 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1995
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Kelly K. Masuda
Phone Number: (310) 919-7800
Firm Website: http://www.linkedin.com
Registered State(s):
  • CA
Current Firm Details
Everclear Investments, LLC
Firm's CRD Number: 169217
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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