Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Brothers is a financial advisor with over 18 years of experience in the industry. Kelly is a Certified Financial Planner™ professional and is registered with Captrust, an investment advisory firm with headquarters in Raleigh, NC. Kelly is licensed in multiple states including California, Texas, Florida, Idaho, Nevada, New Jersey, New York, North Carolina, and Oregon. Kelly's practice is focused on providing financial advice and investment management services to individuals, high-net-worth individuals, businesses, charitable organizations, insurance companies, corporations, state or municipal government entities, and pension and profit-sharing plans. Kelly is also a volunteer for several organizations, including Jesuit High School, the Sacramento Catholic Diocese, and the Golden Empire Council of the Boy Scouts of America.
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.
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.
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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2
CA
05/20/2022 - Present
Captrust (Sacramento CA)
CA
01/17/2007 - 02/09/2021
ROYAL ALLIANCE ASSOCIATES, INC. (SACRAMENTO CA)
CA
09/22/2003 - 01/18/2007
CITIGROUP GLOBAL MARKETS INC. (SACRAMENTO CA)
IA
Issued 11/25/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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