Chad KelleyCRD Number: 6343638
Current Firm: Uma Financial Services Inc.
Chad Kelley (CRD# 6343638) is an Investment Advisor Representative working at Uma Financial Services Inc. in Salt Lake City, UT and has over 5 years of experience in the finance industry. Chad 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.
Cetera Advisor Networks LLC
Rock House Financial
Equitable Advisors, LLC
|Uma Financial Services||Salt Lake City, UT||Nov 2018 - Current||2|
|Dentist Advisors||Salt Lake City, UT||Sep 2018 - Oct 2018||< 1|
|Uma Financial Services||Salt Lake City, UT||Jun 2012 - Sep 2018||6|
|Utah State University||Logan, UT||Jan 2012 - Jun 2012||< 1|
|Ced||Logan, UT||Jun 2011 - Dec 2011||< 1|
|Elite Energy Solutions||Logan, UT||May 2010 - Jun 2011||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2015|
Total Assets Under Management1,224MILLIONS
Total Number of Accounts5,098ACCOUNTS
Average Account Value$240,074
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, CO, LA, MT, OR, TX, UT, WA
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