Kelly AchesonCRD Number: 6076207
Current Firm: Abacus Wealth Partners
Kelly Acheson (CRD# 6076207) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 9 years of experience in the finance industry.
Awm Capital, LLC
Wealth Management Partners Of Los Angeles
Quantum Financial Advisors, LLC
|Abacus Wealth Partners, LLC||Sebastopol, CA||Nov 2005 - Current||16|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2013|
Total Assets Under Management3,431MILLIONS
Total Number of Accounts5,467ACCOUNTS
Average Account Value$627,506
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, LA, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SD, TX, UT, VA, VT, WA
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