Adam K. McKell
Investment Advisor Representative @Portside Wealth Group
Los Angeles, CA, US
EMAILS
a•••@mckellpartners.com
MOBILE NUMBERS
+19•••••••45
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WORK HISTORY
Apr 2023 — Present
Investment Advisor Representative @Portside Wealth Group
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EDUCATION
2004 — 2011
Brigham Young University
Secondary Concentration, Chinese
2004 — 2011
Brigham Young University
Bachelor’s Degree, Accounting
SKILLS
Financial AdvisoryWealth ManagementRisk ManagementInsuranceFinancial PlanningAsset ManagementRetirement PlanningRetirement Income StrategiesEstate PlanningFinancial Services
ABOUT ADAM K. MCKELL
Partner / Wealth Advisor at McKell Partners
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