Samuel Kelly is a registered investment advisor, based in Conyers, GA, with 15 years of industry experience.
Location
Conyers, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Samuel owns an accounting services/tax preparation business since 2007, taking about a quarter of his time. He also volunteers for Back on My Feet Atlanta, IVY HAYWOOD EDUCATION INITIATIVE, INC, Discover Point Church, and works for Georgia Institute of Technology.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
State Registrations3 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.