Kellen Williams (CRD# 6626126) is an Investment Advisor Representative working at Financial Harvest Wealth Advisors in Winter Park, FL and has over 7 years of experience in the finance industry. Kellen Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Harvest Wealth Advisors LLC | Winter Park, FL | Jul 2018 - Current | 5 |
| Charles Schwab & Company, Inc. | Orlando, FL | Mar 2016 - Jun 2018 | 2 |
| Unemployment | Ocoee, FL | Jan 2016 - Mar 2016 | < 1 |
| Heery Hlm Design | Orlando, FL | Nov 2015 - Nov 2015 | < 1 |
| Unemployment | Ocoee, FL | May 2015 - Nov 2015 | < 1 |
| Student | Nashville, TN | Jul 2011 - May 2015 | 3 |
| Y-cap Ymca | Nashville, TN | Jun 2014 - Aug 2014 | < 1 |
| Espn's Wide World Of Sports | Orlando, FL | May 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2016 |
- FL
-
Total Assets Under Management372MILLIONS
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Total Number of Accounts1,129ACCOUNTS
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Average Account Value$329,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL
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