Kayli Rante is a registered investment advisor, based in Watkinsville, GA, with 10 years of industry experience.
Location
1725 Electic Ave, Unit 330, Watkinsville, GA, 30677
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Kayli is involved in several outside business activities, including rental real estate (330 CoWork, LLC and Airbnb), working as a dance teacher, and providing administrative support to The Avenue Wealth Management LLC (about half her time). She also oversees the website and forwards calls/emails for Tree By The Sea Insurance LLC, dedicating about 10-20% of her time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations6 states
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