Best Investors Account Sign in
Inactive

Kellie Ann Kelleher

B&C Financial Advisors

Ponte Vedra Beach, FL

Claim This Profile
Current Employers
B&C Financial Advisors

110 Professional Drive Suite 101, Ponte Vedra Beach, FL 32082 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-05-01
  • FL RA
    APPROVED
    Since 2024-05-01

Branch Locations

110 Professional Drive Suite 101, Ponte Vedra Beach, FL 32082 • 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
B&C Financial Advisors Ponte Vedra Beach FL 04/2024 Present
Fairlane Consulting Jacksonville FL 07/2023 12/2023
Jewish Federation & Foundation Of Nefl Jacksonville FL 05/2018 07/2023
American Cancer Society Atlanta GA 06/2014 06/2018
B&C Financial Advisors Ponte Vedra Beach FL 01/2024 03/2024
  • 04/2024 → Present
    B&C Financial Advisors
    Ponte Vedra Beach, FL
  • 07/2023 → 12/2023
    Fairlane Consulting
    Jacksonville, FL
  • 05/2018 → 07/2023
    Jewish Federation & Foundation Of Nefl
    Jacksonville, FL
  • 06/2014 → 06/2018
    American Cancer Society
    Atlanta, GA
  • 01/2024 → 03/2024
    B&C Financial Advisors
    Ponte Vedra Beach, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-29
  • S65 Uniform Investment Adviser Law Examination
    2024-03-29
Other Names
  • Kellieann Kelleher Salinas
  • Kellie Kelleher-Smith

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC
SAWGRASS ASSET MANAGEMENT LLC
CORAL REEF ADVISORS LLC
RAYMOND JAMES & ASSOCIATES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC

Other Investors

SCOTT DOUGLAS CONROY
GALE RUSSELL CREIGHTON
DEAN EDWARD MCQUIDDY
DAVID ANDREW FURFINE
WILLIAM MARC DAVIS
DAVID ADAM SIEGEL
PATRICK ALAN RILEY
LORI DENISE BAYLER

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · PONTE VEDRA BEACH, FL
SAWGRASS ASSET MANAGEMENT LLC · PONTE VEDRA BEACH, FL
CORAL REEF ADVISORS LLC · PONTE VEDRA BEACH, FL
RAYMOND JAMES & ASSOCIATES, INC. · Ponte Vedra Beach, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Ponte Vedra Beach, FL
KESTRA ADVISORY SERVICES, LLC · Ponte Vedra Beach, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · PONTE VEDRA BEACH, FL
J.P. MORGAN SECURITIES LLC · Ponte Vedra Beach, FL

More in Ponte Vedra Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor