ADVISOR BIO

Kelly Cartier is an investment advisor representative with Cambridge Investment Research Advisors, Inc., located in Clermont, FL. Kelly has been in the industry since 1997 and has experience in both the brokerage and investment advisory fields. Kelly has earned several industry designations, including the Certified Financial Planner™ designation. Kelly has several industry licenses, including the Series 7, 24, and 63 licenses. Kelly holds registrations in over 20 states. Kelly is a strong advocate for client-centric financial planning and provides investment advisory services to a wide range of clients, including high-net-worth individuals, corporations, and pension plans.

SPECIALIZATIONS

ADVISOR BIO

Kelly Gamble Mills is a financial advisor registered with the state of Texas and has been working in the financial industry since October 2015. Kelly is currently affiliated with Corient, a firm with over 450 investment advisor representatives and assets under management exceeding $118 billion. Kelly holds the Certified Financial Planner designation and is a specialist in providing financial planning services for individuals, businesses, and institutions.

SPECIALIZATIONS

ADVISOR BIO

Kelly Allman is an investment advisor representative with Garrett Capital Investment Management. Kelly has been working in the financial services industry since 2000. Kelly has a Series 7, 63, and 65 license and has experience in providing financial education and investment management services to individuals and businesses. Kelly is also a registered investment advisor representative in Utah.

SPECIALIZATIONS

ADVISOR BIO

Kelly Lynn Stonebarger is a financial advisor with over 20 years of experience in the industry. Kelly Lynn Stonebarger is registered with Cambridge Investment Research Advisors, Inc. and Axius Advisors LLC. Kelly Lynn Stonebarger is a Certified Financial Planner, and is licensed to provide securities and investment advisory services in Missouri. Kelly Lynn Stonebarger has worked with a variety of clients, including individuals, families, and businesses. Kelly Lynn Stonebarger specializes in retirement planning, investment management, and financial planning. Kelly Lynn Stonebarger is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Kelly Moore is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Kelly has over 35 years of experience in the financial services industry, and is committed to providing personalized financial advice and investment management services to individuals, families, and businesses. Kelly has a broad range of experience, having worked with firms like Morgan Stanley, LPL Financial LLC, and Citigroup Global Markets Inc. Kelly is licensed to provide investment advice and securities services in a number of states.

SPECIALIZATIONS

ADVISOR BIO

Kelly Ann Brockette is a registered representative and investment advisor representative with Cambridge Investment Research Advisors, Inc. Kelly has been working in the financial services industry since October 1998. Kelly is licensed to provide financial advice and sell securities in Michigan. Kelly also holds Series 6, 7, 63, 66, and SIE licenses. In addition to working with Cambridge Investment Research Advisors, Kelly is an independent insurance agent for various independent insurance companies. Kelly specializes in working with individuals and businesses, including pension and profit-sharing plans and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Kelvin Maurice Murphy is a financial advisor with Corient. He has been working in the financial industry since August 2013. Kelvin is a Certified Financial Planner and has worked with US Trust and RGT Wealth Advisors in the past. Kelvin is registered as an Investment Advisor Representative in Texas. Kelvin specializes in portfolio management for individuals and pooled investment vehicles, pension consulting, financial planning, market timing services, educational seminars, selection of other advisors, and portfolio management for businesses. He also offers security ratings services. Kelvin is also a managing member of BTC, LLC and a manager of Whirlie Properties, LLC.

SPECIALIZATIONS

ADVISOR BIO

Kelvin L. Chen is a financial advisor in LIVONIA, MI. Kelvin Chen has been in the industry since June 14, 1981. Kelvin Chen is currently registered with Cambridge Investment Research Advisors, Inc.. Kelvin Chen is licensed to provide advisory services in Alabama, Arizona, Florida, Michigan, Minnesota, New Jersey, Ohio, Texas, Virginia and Wisconsin. Kelvin Chen is also a Certified Financial Planner. Kelvin Chen's other business activities include musician, self-employed, Independence Investment Associates & Services, Inc., Cambridge Investment Research Advisors, Inc. and Kiwanis Club of Colonial Plymouth.

SPECIALIZATIONS

ADVISOR BIO

Ken Ihori is a financial advisor who has been in the industry since November 1996. Ken is currently registered with Centaurus Financial, Inc. and holds a Series 6, 7, 63, 65, 66 and SIE licenses. Ken has also been registered with MetLife Securities Inc., Metropolitan Life Insurance Company, MONY Securities Corporation, Hornor, Townsend & Kent, Inc. and Sunamerica Securities, Inc. in the past. Ken provides financial planning services for individuals, businesses, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

Kendall Wright is a financial advisor with over 30 years of experience in the industry. Kendall has been a registered representative with Cambridge Investment Research Advisors, Inc. since May 2016. Prior to that, Kendall was with Transamerica Financial Advisors, Inc. from April 1991 to May 2016. Kendall is licensed to provide investment advice in 24 states. Kendall holds the Series 7, Series 24, Series 63, and Series 66 licenses. Kendall specializes in providing financial planning, portfolio management, and insurance services to individuals, families, and businesses.

SPECIALIZATIONS