Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kellianne? Claim Your ProfileKellianne Barrow is an Investment Advisor Representative with The Caprock Group, LLC. Kellianne is registered with the state of California. Kellianne Barrow has been working in the financial services industry since 2013. Kellianne has worked at a number of firms, including Baxter & Associates, Beeline Group, Lake Avenue Church, and Azusa Pacific University. Kellianne Barrow is also a graduate of San Jose State University.
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.
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.
Wealth management & consulting
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
11/18/2021 - Present
THE Caprock Group, LLC (San Jose CA)
IA
Issued 11/18/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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