Kellyn Archer
Kellyn Archer is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lihue, HI, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4454 Nuhou Street, Suite 1000, Lihue, HI, 96766
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kellyn works as an associate/employee at First Hawaiian Bank since 2020, servicing existing clients and acquiring new ones through financial planning. This takes about half of Kellyn's time, with about 10-20% of their time spent during trading hours.
Employment History
Current Registrations
Raymond James Financial Services, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations16 states
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