Kelly Khelghati is a registered investment advisor, based in Oklahoma City, OK, with 29 years of industry experience.
Location
13919 Quail Pointe Drive, Oklahoma City, OK, 73134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kelly is an agent for United Health Insurance Co. and Kelly Khelghati, and a representative for Investment Concepts & Financial Planning Services, but spends no time on these activities. Kelly also serves as a trustee for The S. Mike Hashemi Irrevocable Insurance Trust, dedicating no time to this role.
Employment History
Current Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
Ffp Advisory Services INC
Ffp Securities, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.