Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelton? Claim Your ProfileKelton Henderson Lawson is a financial advisor with over 2 years of experience in the financial services industry. Kelton currently works for TIAA-CREF Individual & Institutional Services, LLC, located in Salt Lake City, UT. Kelton is registered to provide securities and investment advisory services in 11 states including Alaska, Arizona, Colorado, Idaho, Montana, Nevada, New Mexico, Utah, Washington, and Wyoming. Kelton is also registered as an Investment Advisor Representative in Utah. Kelton obtained his licenses through passing the Series 63, Series 66, and Series 7TO exams. Kelton's previous experience includes working as a Financial Advisor at Fidelity Brokerage Services LLC and several roles at various companies including UPS, Burpee, AT&T, Puget Sound Moving and Storage, Gartner, Aptive Environmental, Brigham Young University, Alterra Pest Control, and The Church of Jesus Christ of Latter-day Saints.
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.
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.
Compensation from affiliates
1
2
UT
11/07/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (SALT LAKE CITY UT)
UT
07/15/2021 - 10/11/2023
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 09/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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