Colleen Kelley, financial advisor Portland OR
96 score

Colleen Kelley

CRD Number: 1355249
Current Firm: Charles Schwab & Company, Inc.

Colleen Kelley (CRD# 1355249) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Portland, OR and has over 11 years of experience in the finance industry. Colleen Kelley 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.

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Professional Designations
Company Name Location Dates Years
Charles Schwab Bank Portland, OR Jan 2013 - Current 3
Charles Schwab & Company, Inc. Phoenix, AZ Mar 2004 - Current 12
Schwab Private Client Investment Advisory, Inc. Phoenix, AZ Jan 2012 - Jan 2013 1
Charles Schwab Bank Seattle, WA Feb 2005 - Nov 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2004
S66 NASAA Uniform Combined State Law Examination Dec 2009
Contact Info for Colleen R. Kelley
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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