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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett William Kelley is an investment advisor representative with Victory Capital Management Inc. based in Manhattan Beach, California. Garrett has been in the financial services industry since 1998. Previously, Garrett worked with National Securities Corporation, Knight Capital Americas LLC, Waddell & Reed, Inc., Pacific Select Distributors, Inc., Guardian Investor Services LLC, Jackson National Life Distributors, Inc., Jackson National Financial Services, Inc., Invest Financial Corporation and Smith Barney Inc. Garrett holds FINRA Series 63, 65, 66 and 7 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Model portfolios
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
09/24/2014 - Present
Victory Capital Management Inc. (MANHATTAN BEACH CA)
FL
07/29/2013 - 06/11/2014
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
NY
03/08/2013 - 07/15/2013
KNIGHT CAPITAL AMERICAS LLC (NEW YORK NY)
CA
06/27/2012 - 11/09/2012
WADDELL & REED, INC. (TORRANCE CA)
CA
01/24/2005 - 11/04/2009
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
NY
03/31/2003 - 09/20/2004
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
TN
08/01/1996 - 03/28/2003
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
CA
01/01/1996 - 08/01/1996
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
WI
06/26/1995 - 12/15/1995
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
08/24/1994 - 06/13/1995
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 10/04/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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