Kelly Burden (CRD# 6066400) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Pepper Pike, OH and has 1 year of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services | Pepper Pike, OH | Nov 2020 - Current | 3 |
| Miami University | Oxford, OH | Mar 2019 - Nov 2020 | 1 |
| Miami University | West Chester, OH | Jan 2018 - Nov 2020 | 2 |
| Miami University | Oxford, OH | Nov 2016 - Mar 2019 | 2 |
| Macy's | Cincinnati, OH | Sep 2016 - Nov 2016 | < 1 |
| Current, Powered By Ge | East Cleveland, OH | Mar 2015 - Aug 2016 | 1 |
| Unemployed | Cleveland Heights, OH | May 2014 - Mar 2015 | < 1 |
| Miami University | Oxford, OH | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- OH
- TX
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Total Assets Under Management600,809MILLIONS
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Total Number of Accounts1,077,471ACCOUNTS
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Average Account Value$557,610
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, 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, WY
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