Kelly Brothers is a CFP-designated registered investment advisor, based in Sacramento, CA, with 22 years of industry experience.
Location
740 University Avenue, Sacramento, CA, 95825
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kelly is involved in several outside business activities, including working as a business news reporter for KFBK News Radio and KCRA TV, and as a voice talent through Kelly Brothers Media. She also manages GBB Investment Properties LLC, volunteers as a board director for Jesuit High School and the Golden Empire Council - BSA, and serves on the Investment Committee for the Sacramento Catholic Diocese.
Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
Captrust
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Genovese Burford & Brothers Wealth and Retirement Plan Mgmt, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.