Kelsey Mccarty
Kelsey Mccarty is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hattiesburg, MS, with 4 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
524 Main Street, Hattiesburg, MS, 39401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kelsey owns Cheers Studio by Kelsey, where she designs invitations and sells clothing items and gifts on Etsy, dedicating about 10-20% of her time. She also works as a financial advisor at Raanes and Oliver Capital Advisors, taking about half of Kelsey's time, and is a director/committee member for the YANKY 72 Memorial Committee, spending minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations26 states
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