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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelley? Claim Your ProfileKelley Lynn O'Brien is an Investment Advisor Representative at Beacon Pointe Advisors, LLC, a firm with offices in Newport Beach, CA and Bala Cynwyd, PA. Kelley holds a Series 65 license, the Uniform Investment Adviser Law Examination, and is registered in Pennsylvania. Kelley has experience working in financial services, most recently with Grant Thornton LLP in Philadelphia. Prior to this, she worked at Drexel University and Pricewaterhouse Coopers LLP. Kelley's firm specializes in providing financial planning, portfolio management, and consulting services to a variety of clients, including high-net-worth individuals, families, businesses, and institutions.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting services
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.
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CA
07/07/2023 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
IA
Issued 07/07/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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