Kelly Famiglietta is a CFP-designated registered investment advisor, based in Albuquerque, NM, with 26 years of industry experience.
Location
5951 Jefferson Ct. NE., Albuquerque, NM, 87109
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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 investment advisor representative, a partner at Charles Stephen and Company, and involved with insurance sales, including life insurance and annuities, taking a few hours per week. She also serves on the board of the CNM Foundation and is a member of the American Retirement Association PAC Committee and NDI New Mexico.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.Broker
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
State Registrations15 states
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