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Kelly Metzler Randall

Burton Enright Welch

Walnut Creek, CA

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Current Employers
Burton Enright Welch

1850 Mt. Diablo Boulevard Suite 335, Walnut Creek, CA 94596 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-02-07
  • CA RA
    APPROVED
    Since 2019-02-07

Branch Locations

1850 Mt. Diablo Boulevard Suite 335, Walnut Creek, CA 94596 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Altfest Personal Wealth Management New York NY 05/2013 12/2018
Burton Enright Welch Walnut Creek CA 01/2019 Present
  • 05/2013 → 12/2018
    Altfest Personal Wealth Management
    New York, NY
  • 01/2019 → Present
    Burton Enright Welch
    Walnut Creek, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-06-11
S63 Uniform Securities Agent State Law Examination 2011-09-01
  • S65 Uniform Investment Adviser Law Examination
    2014-06-11
  • S63 Uniform Securities Agent State Law Examination
    2011-09-01
Designations
Other Names
  • Kelly Metzler
  • Kelly Marie Metzler

View on SEC IAPD

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Other Offices

USCF ADVISERS · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
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RBC CAPITAL MARKETS, LLC · Walnut Creek, CA

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