Katie-Lee Kallin
Katie-Lee Kallin is a registered investment advisor at Cetera Investment Advisers LLC, based in Westborough, MA, with 18 years of industry experience. Katie-Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1800 West Park Dr Ste 150, Westborough, MA, 01581
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Katie-Lee works full-time as a client services associate at CCR Wealth Management, LLC, providing financial planning and investment services. She also works as a notary public and creates content for TikTok/YouTube related to health and fitness, dedicating minimal time and a few hours per week, respectively, to these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
LPL Financial LLC
LPL Financial LLCBroker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
State Registrations1 state
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