Kellyn Archer (CRD# 6851801) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lihue, HI and has over 6 years of experience in the finance industry.
CRD# 6345321
Edward Jones
CRD# 6618059
Edward Jones
CRD# 2238703
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Honolulu, HI | May 2020 - Current | 3 |
| Raymond James Financial Services Advisors, Inc. | Honolulu, HI | May 2020 - Current | 3 |
| First Hawaiian Advisors / Bank | Honolulu, HI | May 2020 - Current | 3 |
| First Hawaiian Bank | Honolulu, HI | May 2020 - Current | 3 |
| First Hawaiian Advisors Dba | Lihue, HI | May 2020 - Current | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Honolulu, HI | Aug 2017 - May 2020 | 2 |
| Hawaii State Senate | Honolulu, HI | Nov 2015 - Jul 2017 | 1 |
| Adon Construction | Kaneohe, HI | Sep 2014 - Nov 2015 | 1 |
| Hefei University Of Technology | Hefei, | Sep 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2018 |
- HI
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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