Cheryl Kelly (CRD# 6142003) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Thousand Oaks, CA and has over 11 years of experience in the finance industry.
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 6491551
Quantum Financial Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
S&n Rental Property | Camarillo, CA | Jun 2018 - Current | 5 |
Transamerica Financial Advisors, Inc. | Agoura Hills, CA | Nov 2012 - Current | 11 |
World Financial Group, Inc. | Agoura Hills, CA | Sep 2012 - Current | 11 |
United Airlines | Los Angeles, CA | Sep 1989 - Current | 34 |
Debtmerica | Santa Ana, CA | Oct 2016 - Mar 2022 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2012 |
S65 | NASAA Investment Advisors Law Examination | Jan 2017 |
- CA
- NJ
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- 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, 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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