Kelly Derrington

Kelly Derrington

Client Services Manager

Kelly Derrington

Operations Manager

E-mail: kderrington@amgchico.com

Kelly joined Asset Management Group in January 2004 as William Rich’s Executive Assistant.  Her responsibilities include coordinating all aspects of Mr. Rich’s Practice.  She currently maintains her Series 6 and 63 securities registrations and is a Notary Public.  Her daily responsibilities include:

  • Routinely processes client trade requests
  • Maintains and updates client information and asset allocations
  • Schedules client meetings and creates portfolio illustrations and graphs
  • Prepares and assists with client account opening and transfers of brokerage and fee based accounts
  • Creates spreadsheets on calculated cost basis, fees, gains/losses and rates of return
  • Liaison with Third Party Administrators, CPAs, Attorneys, and Stock and Mutual Fund Companies

Kelly retired from the Air Force in 2015 with over 20 years of service to include a recent deployment to Kuwait in 2012 in support of Operation Enduring Freedom.  She graduated from the University of Phoenix earning a Bachelors of Science in Management degree with honors. She is a valuable member of the Asset Management Group team and is always happy to help.

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is not affiliated with any other named entity.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at www.ceteraadvisorrnetworks.com.  

Online Privacy Policy | Privacy Promise | Business Continuity | Important Disclosures | Order Routing

 

Website Design For Financial Services Professionals | Copyright 2018 AdvisorWebsites.com. All rights reserved