Best Investors Account Sign in
Inactive

Kelly Villafranca

Keller Wealth Advisors

Victoria, TX

Claim This Profile
Current Employers
Keller Wealth Advisors

101 South Main St. Suite 300, Victoria, TX 77901-8142 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-09
  • TX RA
    APPROVED
    Since 2024-04-09

Branch Locations

101 South Main St. Suite 300, Victoria, TX 77901-8142 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Llc Victoria TX 08/2020 06/2023
Edward Jones Kingwood TX 09/2015 07/2020
Kmh Wealth Management, Llc Victoria TX 07/2023 Present
  • 08/2020 → 06/2023
    Ameriprise Financial Services, Llc
    Victoria, TX
  • 09/2015 → 07/2020
    Edward Jones
    Kingwood, TX
  • 07/2023 → Present
    Kmh Wealth Management, Llc
    Victoria, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-09
  • S65 Uniform Investment Adviser Law Examination
    2024-04-09
Other Names
  • Kelly Nicole Nash

View on SEC IAPD

Other Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EDWARD JONES
ALLSTATE FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
BAUCOM WEALTH MANAGEMENT LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

PAMELA JAMES
AARON RALSTON
ERIC HEIDRICH
JOHN HANDLEY
James Michael Baker
Matthew Taylor Keener
ILENE B. GOHMERT
JOHN TYLER WOFFORD

Other Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · VICTORIA, TX
EDWARD JONES · Victoria, TX
ALLSTATE FINANCIAL ADVISORS, LLC · Victoria, TX
LPL FINANCIAL LLC · VICTORIA, TX
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER · VICTORIA, TX
BAUCOM WEALTH MANAGEMENT LLC · VICTORIA, TX
OSAIC WEALTH, INC. · Victoria, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · Victoria, TX

More in Victoria, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor