Brian KelleyCRD Number: 3118939
Current Firm: Mason Investment Advisory Services Inc.
Brian Kelley (CRD# 3118939) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 14 years of experience in the finance industry. Brian 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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|Mason Investment Advisory Services||Reston, VA||Jan 2000 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2003|
|S65||NASAA Investment Advisors Law Examination||Jun 2005|
Total Assets Under Management4,809MILLIONS
Total Number of Accounts1,027ACCOUNTS
Average Account Value$4,682,548
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, NC, NH, NJ, NY, OH, PA, SC, TX, UT, VA, VT, WI