Peter Kelley, financial advisor Woodland Hills CA
90 score

Peter Kelley

CRD Number: 6148186
Current Firm: Sagepoint Financial, Inc.

Peter Kelley (CRD# 6148186) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Woodland Hills, CA and has over 4 years of experience in the finance industry.

Similar Advisors
Leighann Miko, financial advisor Woodland Hills CA
Leighann Miko
CRD# 6093393
Equalis Financial
Score
106
Similar Advisors
David Fried, financial advisor Woodland Hills CA
David R. Fried
CRD# 2753945
Fried Asset Management, Inc.
Score
104
Similar Advisors
Morris Amiri, financial advisor Woodland Hills CA
Morris M. Amiri
CRD# 4266581
Dash Investments
Score
103
Company Name Location Dates Years
Sagepoint Financial, Inc. Woodland Hills, CA Nov 2017 - Current < 1
Sii Investments, Inc. San Ramon, CA Feb 2013 - Nov 2017 4
Edward Jones Hermosa Beach, CA Nov 2012 - Jan 2013 < 1
Community Development Newport Beach, CA Jan 2012 - Oct 2012 < 1
Taisel Construction Cypress, CA Sep 2010 - Dec 2011 1
Aes Clean Tech Seal Beach, CA Feb 2010 - Aug 2010 < 1
Hensel Phelps Irvine, CA Jun 2006 - Dec 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Peter A. Kelley
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    5,165
    MILLIONS
  • Total Number of Accounts
    25,703
    ACCOUNTS
  • Average Account Value
    $200,939
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Peter Kelley and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.