Kelvin Kwan, financial advisor Roseville CA

Kelvin Kwan

CRD Number: 5523072
Current Firm: Liberty Wealth Management, LLC

Kelvin Kwan (CRD# 5523072) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Roseville, CA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Ae Financial Services, LLC Topeka, KS Aug 2020 - Current 3
Liberty Wealth Management, LLC Roseville, CA May 2018 - Current 5
Granite Bay Asset Management Roseville, CA Jul 2007 - Current 16
Liberty Group, LLC Oakland, CA Jun 2008 - Aug 2020 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2011
S65 NASAA Investment Advisors Law Examination Sep 2011
Contact Info for Kelvin J. Kwan
Phone Number: 510-658-1880
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,223
    MILLIONS
  • Total Number of Accounts
    3,414
    ACCOUNTS
  • Average Account Value
    $358,166
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, ID, IL, MI, NC, NH, NV, NY, OR, TN, TX, VA, WA

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