Kelli Davis is a registered investment advisor, based in Indianapolis, IN, with 21 years of industry experience.
Location
900 E. 96th Street, Suite 325, Indianapolis, IN, 46240
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Regulatory History
Clean regulatory record
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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Kelli provides investment advisory services through Global Retirement Partners, LLC, and works for HUB International. These activities take up nearly all of Kelli's time.
Employment History
Current Registrations
HUB International Investment Services INC.
September 2022 - Present · 3 yrs 10 mos
HUB International Investment Services INC.Broker
September 2022 - Present · 3 yrs 10 mos
Global Retirement Partners LLC
February 2017 - Present · 9 yrs 5 mos
LPL Financial LLCBroker
February 2017 - Present · 9 yrs 5 mos
Previous Registrations
MML Investors Services, LLC
August 2005 - March 2017 · 11 yrs 7 mos
MML Investors Services, LLCBroker
August 2005 - March 2017 · 11 yrs 7 mos
Securian Financial Services, INC.
July 2005 - August 2005 · 1 mo
Securian Financial Services, INC.Broker
July 2004 - August 2005 · 1 yr 1 mo
State Registrations11 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.