Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Allman is an investment advisor representative with Garrett Capital Investment Management. Kelly has been working in the financial services industry since 2000. Kelly has a Series 7, 63, and 65 license and has experience in providing financial education and investment management services to individuals and businesses. Kelly is also a registered investment advisor representative in Utah.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
UT
06/13/2024 - Present
Garrett Capital Investment Management (Pleasant Grove UT)
UT
10/02/2023 - 02/27/2024
KESTRA INVESTMENT SERVICES, LLC (South Jordan UT)
RI
08/29/2000 - 12/21/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 09/09/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/16/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Kelly Allman is the right advisor for you? Invested Better is here to help.
