Kalli Greenlee is a CFP-designated registered investment advisor, based in Austin, TX, with 14 years of industry experience. Kalli is also registered as a broker, so some compensation may come from commissions on products sold.
Location
500 N Capital of Texas Hwy Building 3, Suite 110, Austin, TX, 78746
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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.
Learn about disclosures →Employment History
Current Registrations
Hightower Advisors, LLC
October 2020 - Present · 6 yrs
Hightower Securities, LLCBroker
October 2020 - Present · 6 yrs
Hightower Securities, LLC
October 2020 - Present · 6 yrs
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - October 2020 · 3 yrs 7 mos
MML Investors Services, LLC
March 2017 - October 2020 · 3 yrs 7 mos
Msi Financial Services, INC.
January 2015 - March 2017 · 2 yrs 2 mos
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
New England Securities Corporation
September 2012 - January 2015 · 2 yrs 4 mos
New England SecuritiesBroker
August 2012 - January 2015 · 2 yrs 5 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.
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