Kelsey Financial, LLC
Kelsey Financial, LLC (CRD# 171901) is a financial advisory firm headquartered in Westlake Village, CA. They manage $17,944,430 in 85 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management18MILLION
Total Number of Accounts85ACCOUNTS
Average Account Value$211,111
- 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)
- Educational seminars/workshops
Annette Gallo (CRD# 6312251) is an Investment Advisor Representative working at Kelsey Financial, LLC in Westlake Village, CA and has 1 year of experience in the finance industry.
Roy Wright (CRD# 2816022) is an Investment Advisor Representative working at Kelsey Financial, LLC in Lincoln, CA and has over 20 years of experience in the finance industry.