Kelsen EdwinsCRD Number: 5433517
Current Firm: Moss Adams Wealth Advisors LLC
Kelsen Edwins (CRD# 5433517) is an Investment Advisor Representative working at Moss Adams Wealth Advisors LLC in Seattle, WA and has over 7 years of experience in the finance industry.
Brighton Jones LLC
|Moss Adams Wealth Advisors LLC||Seattle, WA||Oct 2014 - Current||2|
|Dynamic Wealth Advisors||Scottsdale, AZ||Nov 2011 - Oct 2014||2|
|Fox Restaurant Concepts||Scottsdale, AZ||Jun 2011 - Nov 2011||< 1|
|Cambridge Investment Research, Inc.||Fairfield, IA||Jul 2010 - Jun 2011||< 1|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jul 2010 - Jun 2011||< 1|
|Metlife Securities Inc.||Tempe, AZ||Feb 2010 - Jun 2010||< 1|
|Thrivent Investment Management Inc.||Phoenix, AZ||Aug 2007 - Feb 2010||2|
|Unemployed||Phoenix, AZ||May 2007 - Aug 2007||< 1|
|Eddie V's Dc Ranch LLC||Scottsdale, AZ||Oct 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2009|
Total Assets Under Management2,016MILLIONS
Total Number of Accounts3,435ACCOUNTS
Average Account Value$586,756
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AK, AZ, CA, CO, FL, ID, IL, MI, MT, NV, NY, OR, TX, WA
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