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Ryan Elliott Kelley

Bell Investment Advisors Inc.

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About Ryan Elliott Kelley

Ryan Elliott Kelley is an Investment Advisor Representative at Bell Investment Advisors Inc. Ryan is registered with the state of California. Ryan has been in the industry for over 12 years. Ryan has earned the Chartered Financial Analyst designation. Ryan has passed the Series 7, Series 63, Series 65, and SIE exams. Ryan has been with Bell Investment Advisors Inc. since 2019. Prior to joining Bell Investment Advisors Inc., Ryan worked at ALPS Distributors, Inc. and Waddell & Reed.

Firm Information

Ryan Kelley is currently registered with Bell Investment Advisors Inc.. Bell Investment Advisors Inc. is an investment advisor based in Oakland, CA with $644,537,129 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and portfolio management for businesses. Bell Investment Advisors Inc. also offers career counseling as an advisory service.
Bell Investment Advisors Inc.

1111 BROADWAY

OAKLAND, CA 94607-4007

$644.54M

Assets Under Management

1

Total Clients

11

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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career counseling

Career counseling

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ryan Kelley’s Registration & Firm History

CA

05/01/2019 - Present

Bell Investment Advisors Inc. (OAKLAND CA)

CA

09/14/2016 - 04/09/2019

ALPS DISTRIBUTORS, INC. (LARKSPUR CA)

CA

11/23/2015 - 09/02/2016

WADDELL & REED (SAN MATEO CA)

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Licenses & Designations

BC

Issued 12/16/2015

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/24/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/23/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Elliott Kelley.
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