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Kelly Michelle Woesner

REGENCY INVESTMENT ADVISORS INC·FRESNO, California
Unclaimed Profile
1312 W HERNDON, SUITE 101, FRESNO, CA 93711CRD# 7703579Firm CRD# 106990
01

About

Kelly Michelle Woesner is a registered financial advisor based in FRESNO, California, affiliated with REGENCY INVESTMENT ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
REGENCY INVESTMENT ADVISORS INC
REGENCY INVESTMENT ADVISORS INC
AUM
$877M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at REGENCY INVESTMENT ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7703579
Firm CRD# 106990
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kelly Michelle Woesner offer?
Kelly Michelle Woesner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FRESNO, California for a consultation.
What are Kelly Michelle Woesner's credentials?
Kelly Michelle Woesner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly Michelle Woesner located?
Kelly Michelle Woesner is based in FRESNO, California, working with REGENCY INVESTMENT ADVISORS INC. Their office serves clients in the FRESNO metropolitan area and surrounding communities.
How does Kelly Michelle Woesner charge for services?
Kelly Michelle Woesner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is REGENCY INVESTMENT ADVISORS INC?
REGENCY INVESTMENT ADVISORS INC has approximately 14 employees and manages $877M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FRESNO
Chris Michael Murray — PRIVATE WEALTH ADVISORS, LLCBlake Tramill Todd — TWO OAKS INVESTMENT MANAGEMENT, LLCJarrett James Perez — TWO OAKS INVESTMENT MANAGEMENT, LLCDavid Alan Haskin — SCF INVESTMENT ADVISORS, INC.Martin Lee Mazorra — PRIVATE WEALTH ADVISORS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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