Kelsey Althouse, financial advisor Long Beach CA

Kelsey Althouse

CRD Number: 6195172
Current Firm: Raymond James Financial Services Advisors, Inc.

Kelsey Althouse (CRD# 6195172) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Long Beach, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services, Inc. Long Beach, CA Feb 2021 - Current 3
Raymond James Financial Services Advisors, Inc. Long Beach, CA Feb 2021 - Current 3
Key Wealth Management Scottsdale, AZ Feb 2021 - Current 3
Crux Wealth Advisors Lake Forest Park, WA Feb 2021 - Current 3
Rental Property Seattle, WA Dec 2020 - Current 3
Bank Of America, N.a. Seattle, WA Jun 2020 - Feb 2021 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle, WA Mar 2020 - Feb 2021 < 1
Key Wealth Management Scottsdale, AZ Mar 2017 - Mar 2020 3
Raymond James Financial Services Advisors Inc. Scottsdale, AZ May 2016 - Mar 2020 3
Raymond James Financial Services, Inc. Scottsdale, AZ Apr 2016 - Mar 2017 < 1
Edward Jones Tempe, AZ Jun 2013 - Apr 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Kelsey J. Althouse
Phone Number: 727-567-3020
Registered State(s):
  • AZ
  • CA
  • WA
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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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