Kathleen Kelly (CRD# 2642776) is an Investment Advisor Representative working at Mma Securities LLC in Greensboro, NC and has over 28 years of experience in the finance industry.
CRD# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 7033844
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mma Securities LLC | Greensboro, NC | Apr 2023 - Current | 1 |
| Marsh Mclennan Agency | Greensboro, NC | Jan 2021 - Current | 3 |
| Lpl Financial Llc (fka Linsco Private Ledger) | Greensboro, NC | May 2005 - Apr 2023 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1995 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2005 |
- AZ
- CA
- FL
- IL
- LA
- MI
- NC
- PA
- SC
- TX
- VA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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