Kelly Metzler Randall

Employer firm

Burton Enright Welch CRD 118376

$1.55B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → 12/2018
  Altfest Personal Wealth Management
  New York, NY
• 01/2019 → Present
  Burton Enright Welch
  Walnut Creek, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-11
• S63 Uniform Securities Agent State Law Examination
  2011-09-01

Designations

• Certified Financial Planner

Other Names

• Kelly Metzler
• Kelly Marie Metzler