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KB

Kelly Bowling

31 Years of Experience
Atlanta, GA
BrokerSells Insurance

Kelly Bowling is a registered investment advisor, based in Atlanta, GA, with 31 years of industry experience.

Location

5784 Lake Forrest Drive, Suite 224, Atlanta, GA, 30328

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Kelly is an insurance agent with Kelly Bowling Insurance since 1998, selling life, health, fixed annuity, and Medicare insurance, dedicating full-time hours to this activity. Kelly is also an Investment Advisor Representative (IAR) with Blackridge Asset Management, LLC since 2021.

Employment History
Current Registrations
Peak Brokerage Services, LLC
March 2021 - Present · 5 yrs 2 mos
Peak Brokerage Services, LLCBroker
March 2021 - Present · 5 yrs 2 mos
Blackridge Asset Management, LLC
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
On Investment Management CO
February 2008 - March 2021 · 13 yrs 1 mo
The O.N. Equity Sales CompanyBroker
October 2006 - March 2021 · 14 yrs 5 mos
Investors Capital CORP.Broker
June 2001 - October 2006 · 5 yrs 4 mos
Mutual of Omaha Investor Services, INC.Broker
July 1994 - April 2001 · 6 yrs 9 mos
State Registrations2 states
ALGA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.