Kelly Whitlock is a registered investment advisor, based in Charleston, WV, with 25 years of industry experience.
Location
30O Summers St, Charleston, WV, 25301
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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.
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Kelly is the co-chair of Women for Leadership and Economic Development, a non-profit organization, and a board member of Education Elevators. These activities involve empowering women in business and mentoring at-risk children, requiring minimal time commitments.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Truist Investment Services, INC.
Previous Registrations
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
The Huntington Investment Company
The Huntington Investment CompanyBroker
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.
Bb&t Asset Management, INC.
Fortune Financial Services, INC.Broker
Allstate Financial Services, LLCBroker
Park Avenue Securities LLCBroker
Nylife Securities INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations23 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.