Kiel Holmes, financial advisor Los Angeles CA
89 score

Kiel Holmes

CRD Number: 6245170
Current Firm: Financial West Group

Kiel Holmes (CRD# 6245170) is an Investment Advisor Representative working at Financial West Group in Los Angeles, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Financial West Group Westlake Village, CA Feb 2014 - Current 2
Butorac Wealth Management Los Angeles, CA Aug 2013 - Current 3
Burbank Unified School District Burbank, CA Mar 2011 - Aug 2013 2
West Coast Baseball School Burbank, CA Oct 2008 - Oct 2011 3
Banker's Toolbox North Hollywood, CA Aug 2009 - May 2010 < 1
Starbucks Burbank, CA Feb 2005 - Nov 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Kiel S. Holmes
Phone Number: 805-497-9222
Firm Website: http://www.fwg.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    556
    MILLIONS
  • Total Number of Accounts
    2,900
    ACCOUNTS
  • Average Account Value
    $191,724
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AZ, CA, CO, CT, FL, GA, IA, IL, KS, MA, MI, MN, MO, NE, NH, NV, NY, OK, OR, PA, SD, TX, UT, VA, VT, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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