Edward McKelveyCRD Number: 5483978
Current Firm: 215 Advisors, LLC
Edward McKelvey (CRD# 5483978) is an Investment Advisor Representative working at 215 Advisors, LLC in Escondido, CA and has over 9 years of experience in the finance industry.
Nautilus Advisors LLC
Heyman Investment Counseling LLC
Marketocracy Capital Management LLC
|215 Advisors, LLC||Escondido, CA||Aug 2016 - Current||1|
|Mckelvey Financial||Ramona, CA||Dec 2002 - Current||15|
|Voya Financial Advisors, Inc.||Ramona, CA||Sep 2014 - Aug 2016||1|
|Ing Financial Partners||Ramona, CA||Apr 2008 - Aug 2014||6|
|Perry & Shaw||El Cajon, CA||Mar 2003 - Apr 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2008|
|S65||NASAA Investment Advisors Law Examination||Oct 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management43MILLIONS
Total Number of Accounts246ACCOUNTS
Average Account Value$174,085
- 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
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