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Kelly Marie Metzler

BURTON ENRIGHT WELCH·WALNUT CREEK, California
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1850 MT. DIABLO BOULEVARD, WALNUT CREEK, CA 94596CRD# 5932738Firm CRD# 118376
01

About

Kelly Marie Metzler is a registered financial advisor based in WALNUT CREEK, California, affiliated with BURTON ENRIGHT WELCH. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BURTON ENRIGHT WELCH
BURTON ENRIGHT WELCH
AUM
$1.1B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at BURTON ENRIGHT WELCH →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5932738
Firm CRD# 118376
No disclosures on file
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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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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