Kiel Holmes, financial advisor Long Beach CA
90 score

Kiel Holmes

CRD Number: 6245170
Current Firm: Kelsey Financial, LLC

Kiel Holmes (CRD# 6245170) is an Investment Advisor Representative working at Kelsey Financial, LLC in Long Beach, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Jl Hahn Construction Canyon Country, CA Sep 2017 - Current < 1
Self-employed Los Angeles, CA Jan 1992 - Current 26
Western International Securities, Inc. Pasadena, CA Aug 2017 - Dec 2017 < 1
Financial West Group Westlake Village, CA Aug 2014 - Aug 2017 3
Uber Technologies, Inc. Los Angeles, CA Dec 2015 - Jun 2016 < 1
Butorac Wealth Management Los Angeles, CA Aug 2013 - Aug 2015 2
Burbank Unified School District Burbank, CA Mar 2011 - Aug 2013 2
West Coast Baseball School Burbank, CA Oct 2008 - Oct 2011 3
Banker's Toolbox North Hollywood, CA Aug 2009 - May 2010 < 1
Starbucks Burbank, CA Feb 2005 - Nov 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Kiel S. Holmes
Phone Number: 8334535739
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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


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Clean Record
This advisor has a clean track record with regulators.

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