Chelsey Wahlman is a registered investment advisor, based in Thompson Station, TN, with 10 years of industry experience.
Location
Thompson Station, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chelsey works full-time as an Investment Advisor Representative (IAR) through Kestra Advisory Services, LLC. She also works full-time as a Registered Wealth Management Client Associate at Magnolia Wealth Partners, LLC, focusing on client onboarding, account maintenance, and trading activities.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Previous Registrations
Beacon Capital Management, LLC
Sagespring Wealth Partners
Raymond James Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 states
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