Kelley Schubert (CRD# 2411434) is an Investment Advisor Representative working at Schubert & Company, Inc. in Mckinney, TX and has over 30 years of experience in the finance industry. Kelley Schubert 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.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Stack Em Up, LP | Mckinney, TX | Jan 2018 - Current | 6 |
Warschuman Partners, LP | Mckinney, TX | Oct 2013 - Current | 10 |
Petrorock Partners, LP | Mckinney, TX | Apr 2011 - Current | 13 |
Pearsall Partners, LP | Mckinney, TX | Jan 2010 - Current | 14 |
Omega Coastal Development LP | Mckinney, TX | Jun 2006 - Current | 17 |
Ll Management, Inc. | Mckinney, TX | Dec 2005 - Current | 18 |
Touchstone Oil & Gas, Inc. | Mckinney, TX | May 2000 - Current | 23 |
Kelley J. Schubert, P.c. | Mckinney, TX | Jul 1999 - Current | 24 |
Schubert & Company, Inc. | Mckinney, TX | Jul 1999 - Current | 24 |
Drilling & Xtraction, LP | Mckinney, TX | Jul 2003 - Dec 2019 | 16 |
Sweetville Partners Of Texas, LP | Mckinney, TX | Jan 2014 - Dec 2015 | 1 |
Mk One, LP | Mckinney, TX | Jan 2014 - Dec 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1993 |
- TX
-
Total Assets Under Management403MILLIONS
-
Total Number of Accounts603ACCOUNTS
-
Average Account Value$669,076
- 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
- Other
LA, OK, TX
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