Kellianne Barrow (CRD# 6920356) is an Investment Advisor Representative working at The Caprock Group, LLC in San Jose, CA and has over 2 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Caprock Group | San Jose, CA | Jul 2021 - Current | 2 |
| Baxter & Associates | San Jose, CA | Jan 2018 - Jul 2021 | 3 |
| Beeline Group | Jacksonville, FL | Jun 2017 - Jan 2018 | < 1 |
| Azusa Pacific University | Azusa, CA | Aug 2015 - May 2017 | 1 |
| Lake Avenue Church | Pasadena, CA | Jan 2016 - Apr 2017 | 1 |
| Unemployed | San Jose, CA | Jun 2015 - Jul 2015 | < 1 |
| San Jose State University | San Jose, CA | Aug 2013 - May 2015 | 1 |
| Trudy's Bridal And Special Occasion | Campbell, CA | Nov 2013 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- CA
-
Total Assets Under Management6,922MILLIONS
-
Total Number of Accounts317ACCOUNTS
-
Average Account Value$21,834,685
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, ID, IL, NJ, TX, UT, WA
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