Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kellee? Claim Your ProfileKellee Angela Harrigan is an Investment Advisor Representative with Cain, Watters & Associates, LLC. Kellee has been in the industry since February 2012. Kellee has a Series 65 license and is registered in Texas. Kellee has experience working with clients in a variety of sectors, including charitable organizations, high net worth individuals, and individuals other than high net worth. Kellee's primary focus is on providing financial planning and portfolio management services. Kellee is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
06/17/2021 - Present
Cain, Watters & Associates, LLC (FRISCO TX)
IA
Issued 01/27/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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