Kellie Bair is a registered investment advisor, based in Mount Pleasant, SC, with 20 years of industry experience.
Location
1205 Two Island Court, Suite 201, Mount Pleasant, SC, 29466
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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
Kellie works as a financial assistant at Arrow Advisory, dedicating full-time hours to financial services. She also assists with the application process for life and disability insurance and annuities through Avantax Insurance Agency/Services, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations1 state
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