Unclaimed Profile

Kelly Marie Metzler

BURTON ENRIGHT WELCH·WALNUT CREEK, California

Series 7, Series 63, Series 65, Series 86, Series 87CFPClean record7 years registeredBURTON ENRIGHT WELCH

1850 MT. DIABLO BOULEVARD, WALNUT CREEK, CA 94596CRD# 5932738Firm CRD# 118376

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kelly Marie Metzler · WALNUT CREEK, CA

Registration

CRD #5932738 · BURTON ENRIGHT WELCH · 7 years registered

Brand Profile

Not yet started

Career History

BURTON ENRIGHT WELCH

Feb 2019 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Series 86

Series 87

Registration record

First registered · February 7, 2019

Years registered · 7

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BURTON ENRIGHT WELCH

CRD 118376 · SEC 801-68890

AUM

$1.1B

Regulatory assets under management

Employees

638 client accounts

Services offered by BURTON ENRIGHT WELCH

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BURTON ENRIGHT WELCH →

Introduction

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Frequently Asked Questions

What services does Kelly Marie Metzler offer?

Kelly Marie Metzler specializes in Financial Planning, Investment Management. Contact their office in WALNUT CREEK, California for a consultation.

What are Kelly Marie Metzler's credentials?

Kelly Marie Metzler holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kelly Marie Metzler located?

Kelly Marie Metzler is based in WALNUT CREEK, California, working with BURTON ENRIGHT WELCH. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.

How does Kelly Marie Metzler charge for services?

Kelly Marie Metzler'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 BURTON ENRIGHT WELCH?

BURTON ENRIGHT WELCH has approximately 16 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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