Kelly Mclean Holleran

Current Employers

Employment History

• 12/2020 → 10/2024
  Lpl Financial Llc
  Sarasota, FL
• 10/2020 → 12/2020
  Goodwill Industries Manasota
  Sarasota, FL
• 05/2018 → 10/2020
  Performcb (Formerly Clickbooth)
  Sarasota, FL
• 12/2014 → 05/2018
  Walsh & Associates, Llc
  Sarasota, FL
• 12/2020 → Present
  Walsh & Associates, Llc
  Sarasota, FL
• 10/2024 → Present
  Lpl Financial Llc
  Sarasota, FL

Other Businesses

1 - 07/18/2024 - Walsh and Associates LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - At reported business location(s). 2- 08/26/2024 - Walsh and Associates LLC - Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business Location(s) - Start Date 12/07/2020 - 160 Hours Per Month/ 8 Hours During Trading 3- 08/26/2024 - Walsh and Associates LLC - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 12/07/2020 - 160 Hours Per Month/ 8 Hours During Trading - I provide administrative support to Walsh and Associates LLC, an independent investment advisor firm. I started this business activity in 12/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2024-10-23

Designations

Other Names

• Kelly Marie Holleran
• Kelly Mclean Holleran
• Kelly Holleran
• Kelly Marie Mclean Holleran
• Kelly Mclean Holleran