Kelly Kruzick, financial advisor Santa Monica CA
93 score

Kelly Kruzick

CRD Number: 1787489
Current Firm: Lpl Financial LLC

Kelly Kruzick (CRD# 1787489) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Monica, CA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Santa Monica, CA Nov 2017 - Current < 1
Valley Wealth Strategies, LLC Santa Monica, CA Jun 2017 - Current < 1
National Planning Corporation Lake Forest, CA Dec 1998 - Current 19
Lincoln Properties Santa Monica, CA Jan 1988 - Current 30
Self Employed Santa Monica, CA Aug 1987 - Current 30
Zuk & Assoc. Independent Contractor Lake Forest, CA Mar 1987 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1999
S65 NASAA Investment Advisors Law Examination Feb 1999
Contact Info for Kelly A. Kruzick
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • AZ
  • ID
  • OR
  • CO
  • CA
By the Numbers
  • Total Assets Under Management
    117,248
    MILLIONS
  • Total Number of Accounts
    551,780
    ACCOUNTS
  • Average Account Value
    $212,490
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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

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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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