Kellyn Drayer
Kellyn Drayer is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Longview, TX, with 39 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
2002 Judson Road, Suite 202, Longview, TX, 75605
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kellyn is a board member of Longview 2020 and the Wece B. and Martha Johnson Foundation. She also serves on the finance committee for the Christus Good Shepard Foundation and chairs the finance committee for the CHRISTUS Good Shepherd Foundation, overseeing investment accounts and financial reports.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Ncnb Texas Securities, INC.Broker
Longview Financial Services CompanyBroker
Republicbank Securities Company, INC.Broker
State Registrations27 states
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