Kristi Lin Avery

Current Employers

Employment History

• 01/2005 → 06/2025
  Kevin P. Kelly & Associates
  Traverse City, MI
• 09/2005 → 08/2017
  Financial West Group
  Westlake Village, CA
• 08/2017 → 06/2025
  Western International Securities, Inc.
  Pasadena, CA
• 08/2017 → 06/2025
  For Investment Partners
  Traverse City, MI
• 06/2025 → Present
  Lpl Financial Llc
  Traverse City, MI

Previous Registrations

• 2017-08-21 → 2025-06-05
  Western International Securities, Inc.
  Traverse City, MI
  Pasadena, CA
• 2016-02-22 → 2017-08-21
  Financial West Group
  Traverse City, MI
  Traverse City, MI

Other Businesses

1. 06/05/2025- No Plans Bahamas LLC- Real Estate Rental- INV Related- At Long Island, Bahamas- Start date 11/01/2021- 5 Hours Per Month 2. 06/05/2025- Kristi Avery- Notary- INV Related- At Reported Business Location(s)- Start date 01/01/2005 3. 06/05/2025-Kristi Avery- NON-VARIABLE INSURANCE- INV Related- At Reported Business Location(s)- Start date 10/12/2025- 1 Hour Per Month- 1 Hour During Trading 4. 06/05/2025- Kevin Paul Kelly & Associates- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 08/01/2004- 160 Hours Per Month- 130 Hours During Trading 5. 06/05/2025- FOR Investment Partners- DBA for LPL Business (entity for LPL business)-INV Related- At Reported Business Location(s)- Start date 08/01/2004- 160 Hours Per Month- 130 Hours During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-02-12
• S65 Uniform Investment Adviser Law Examination
  2015-06-15

Other Names

• Kristi L. Stocki