Wealth Advisor
Current
Aug 2024 - Present
AeroLeads people directory · profile
Kelly Compton Email & Phone Number
Wealth Advisor
at
Client Centric Wealth Management
1 work email found
@soupersalad.com
2 phones found area 210
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Advisor
Location
San Antonio, Texas, United States
Company size
Who is Kelly Compton? Overview
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Quick answer
Kelly Compton is listed as Wealth Advisor at Client Centric Wealth Management, a company with 6 employees, based in San Antonio, Texas, United States. AeroLeads shows a work email signal at soupersalad.com, phone signal with area code 210, and a matched LinkedIn profile for Kelly Compton.
Kelly Compton previously worked as Chief Investment Officer at Wcm Wealth Management and Investment Advisor Rep at Pks Investments. Kelly Compton holds Bachelor Of Business Administration (Bba), Business Administration And Management, General from Angelo State University.
Company email context
Email format at Client Centric Wealth Management
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*@soupersalad.com
68% confidence
AeroLeads found 1 current-domain work email signal for Kelly Compton. Compare company email patterns before reaching out.
Profile bio
About Kelly Compton
I am passionate about giving sound, conservative, financial advice and investment recommendations.
Listed skills include Investments, Portfolio Management, Retirement Planning, Investment Advisory, and 15 others.
Current workplace
Kelly Compton's current company
Company context helps verify the profile and gives searchers a useful next step.
Client Centric Wealth Management
5 roles
Kelly Compton work experience
A career timeline built from the work history available for this profile.
Chief Investment Officer
Wcm Wealth Management
I perform diligence on, and select investments for client portfolios
Mar 2013 - Aug 2024
Investment Advisor Rep
I offered financial advice and investment selection advice to clients.
Jun 2013 - Nov 2015
President
Aia
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.
Mar 2005 - Jan 2013
Registered Representative Investments
I provided investment selection advice to clients.
Nov 1999 - Mar 2005
2 education records
Kelly Compton education
Bachelor Of Business Administration (Bba), Business Administration And Management, General
Business Administration And Management, General
FAQ
Frequently asked questions about Kelly Compton
Quick answers generated from the profile data available on this page.
What company does Kelly Compton work for?
Kelly Compton works for Client Centric Wealth Management.
What is Kelly Compton's role at Client Centric Wealth Management?
Kelly Compton is listed as Wealth Advisor at Client Centric Wealth Management.
What is Kelly Compton's email address?
AeroLeads has found 1 work email signal at @soupersalad.com for Kelly Compton at Client Centric Wealth Management.
What is Kelly Compton's phone number?
AeroLeads has found 2 phone signal(s) with area code 210 for Kelly Compton at Client Centric Wealth Management.
Where is Kelly Compton based?
Kelly Compton is based in San Antonio, Texas, United States while working with Client Centric Wealth Management.
What companies has Kelly Compton worked for?
Kelly Compton has worked for Client Centric Wealth Management, Wcm Wealth Management, Pks Investments, Aia, and Morgan Stanley Wealth Management.
How can I contact Kelly Compton?
You can use AeroLeads to view verified contact signals for Kelly Compton at Client Centric Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Kelly Compton attend?
Kelly Compton holds Bachelor Of Business Administration (Bba), Business Administration And Management, General from Angelo State University.
What skills is Kelly Compton known for?
Kelly Compton is listed with skills including Investments, Portfolio Management, Retirement Planning, Investment Advisory, Financial Advisory, Mutual Funds, Securities, and Equities.
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