Kelly Compton

Kelly Compton Email and Phone Number

Wealth Advisor @ Client Centric Wealth Management
19230 Stone Oak Pkwy,
Kelly Compton's Location
San Antonio, Texas, United States, United States
Kelly Compton's Contact Details

Kelly Compton work email

Kelly Compton personal email

n/a

Kelly Compton phone numbers

About Kelly Compton

I am passionate about giving sound, conservative, financial advice and investment recommendations.

Kelly Compton's Current Company Details
Client Centric Wealth Management

Client Centric Wealth Management

View
Wealth Advisor
19230 Stone Oak Pkwy,
Website:
ccwmgmt.com
Employees:
6
Kelly Compton Work Experience Details
  • Client Centric Wealth Management
    Wealth Advisor
    Client Centric Wealth Management Aug 2024 - Present
    San Antonio Tx
    View
  • Wcm Wealth Management
    Chief Investment Officer
    Wcm Wealth Management Mar 2013 - Aug 2024
    I perform diligence on, and select investments for client portfolios
  • Pks Investments
    Investment Advisor Rep
    Pks Investments Jun 2013 - Nov 2015
    I offered financial advice and investment selection advice to clients.
    View
  • Aia
    President
    Aia Mar 2005 - Jan 2013
    San Antonio
    I was the President of a regional investment advisory firm. I implemented strategic growth initiatives, managed the day to day affairs of the firm, and provided investment selection and financial advice to clients.
  • Morgan Stanley Wealth Management
    Registered Representative Investments
    Morgan Stanley Wealth Management Nov 1999 - Mar 2005
    I provided investment selection advice to clients.
    View

Kelly Compton Skills

Investments Portfolio Management Retirement Planning Investment Advisory Financial Advisory Mutual Funds Securities Equities Asset Management Wealth Management Strategic Planning Asset Allocation Customer Service Finance Management Retirement Series 7 Leadership Strategic Financial Planning

Kelly Compton Education Details

Frequently Asked Questions about Kelly Compton

What company does Kelly Compton work for?

Kelly Compton works for Client Centric Wealth Management

What is Kelly Compton's role at the current company?

Kelly Compton's current role is Wealth Advisor.

What is Kelly Compton's email address?

Kelly Compton's email address is se****@****lad.com

What is Kelly Compton's direct phone number?

Kelly Compton's direct phone number is +121088*****

What schools did Kelly Compton attend?

Kelly Compton attended Angelo State University, Texas A&m University.

What skills is Kelly Compton known for?

Kelly Compton has skills like Investments, Portfolio Management, Retirement Planning, Investment Advisory, Financial Advisory, Mutual Funds, Securities, Equities, Asset Management, Wealth Management, Strategic Planning, Asset Allocation.

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