Kelly Ausburn (CRD# 5857571) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 13 years of experience in the finance industry. Kelly Ausburn 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.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Gig Harbor, WA | Nov 2022 - Current | 1 |
| Global Retirement Partners, LLC | San Rafael, CA | Nov 2022 - Current | 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Mar 2021 - Nov 2022 | 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Mar 2021 - Nov 2022 | 1 |
| Sharebuilder 401k | Seattle, WA | Jul 2019 - Jan 2021 | 1 |
| Capital One Investing, LLC | Seattle, WA | Jan 2015 - Jun 2019 | 4 |
| Capital One Advisors, LLC | Seattle, WA | Jan 2015 - Jun 2019 | 4 |
| U.s. Bancorp Investments, Inc. | Bonney Lake, WA | Aug 2014 - Jan 2015 | < 1 |
| U.s. Bank | Bonney Lake, WA | Dec 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2010 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2010 |
- OR
- WA
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Total Assets Under Management140,721MILLIONS
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Total Number of Accounts28,908ACCOUNTS
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Average Account Value$4,867,886
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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