Kelly Bergman (CRD# 1602611) is an Investment Advisor Representative working at Key Investment Services LLC in Olympia, WA and has over 37 years of experience in the finance industry.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 872944
Abraham & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Key Investment Services LLC | Tacoma, WA | Dec 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1987 |
| S65 | NASAA Investment Advisors Law Examination | May 1995 |
- WA
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Total Assets Under Management4,188MILLIONS
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Total Number of Accounts26,437ACCOUNTS
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Average Account Value$158,412
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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