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William Kelley

2 Years of Experience
McCormick, SC
BrokerSells Insurance

William Kelley is a registered investment advisor, based in McCormick, SC, with 2 years of industry experience.

Location

128 N Main Street, McCormick, SC, 29835

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History

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.

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Other Business ActivitiesSells Insurance

William owns Seth Kelley Insurance Agency, selling insurance for State Farm and its affiliates, dedicating about half his time to it. He also owns BHS Ventures LLC, an investment or commercial property, spending minimal time on it.

Employment History
Current Registrations
State Farm Vp Management CORP.Broker
January 2024 - Present · 2 yrs 4 mos
State Farm Vp Management CORP.
January 2024 - Present · 2 yrs 4 mos
State Farm Investment Management CORP.
December 2023 - Present · 2 yrs 5 mos
State Registrations2 states
GASC
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.
William Kelley - Financial Advisor | TrueAdvisor