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KL

Kelley Lebica

11 Years of Experience
Hermosa Beach, CA
BrokerSells Insurance

Kelley Lebica is a registered investment advisor, based in Hermosa Beach, CA, with 11 years of industry experience.

Location

2447 Pacific Coast Highway 2nd Floor, Hermosa Beach, CA, 90254

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Kelley is an independent insurance agent for various companies, dedicating a few hours per week. Kelley also works as an advisory representative of a registered investment advisor (RIA), spending about half of her time, and as a financial advisor at JLife Wealth Management, working nearly full-time.

Employment History
Current Registrations
Cambridge Investment Research, INC.
March 2022 - Present · 4 yrs 2 mos
Cambridge Investment Research Advisors, INC.
March 2022 - Present · 4 yrs 2 mos
Cambridge Investment Research, INC.Broker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Founders Financial Securities, LLC
October 2019 - March 2022 · 2 yrs 5 mos
Founders Financial Securities LLCBroker
October 2019 - March 2022 · 2 yrs 5 mos
First Allied Advisory Services, INC.
June 2017 - October 2019 · 2 yrs 4 mos
First Allied Securities, INC.Broker
December 2014 - October 2019 · 4 yrs 10 mos
State Registrations8 states
CACOGAILLATXVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.