Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelli? Claim Your ProfileKelli Vance is a financial advisor with Brown Edwards Wealth Strategies. Kelli is a registered representative in Virginia and West Virginia. Kelli has been a financial advisor for over 20 years and has experience working with individuals, businesses, and non-profit organizations. Kelli is a Certified Public Accountant and a Personal Financial Specialist. She is committed to providing her clients with personalized financial advice 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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
1
2
VA
01/17/2020 - Present
Brown Edwards Wealth Strategies (LYNCHBURG VA)
Active
Inactive
Not sure Kelli Vance is the right advisor for you? Invested Better is here to help.
