Kelly Starr's Location
Roswell, GA, US
Kelly Starr's Work
- Senior Investment Research Analyst @ Advisor Group
- Compliance Analyst @ Advisor Group
- Regional Account Representative @ Schwab Advisor Services
Kelly Starr's Education
- Baylor University - Hankamer School of Business
BBA (Finance)
- College for Financial Planning
Certified Financial Planner (CFP Certificate)
Kelly Starr's Skills
- Financial Advisory
- Portfolio Management
- Series 53
- Cfp
- Investments
- Series 66
- Investment Advisory
- Asset Allocation
- Options Trading
- Series 4
Kelly Starr's Summary
Kelly Starr, based in Roswell, GA, US, is currently a Senior Investment Research Analyst at Advisor Group, bringing experience from previous roles at AIG Advisor Group and Schwab Institutional. Kelly Starr holds a BBA in Finance @ Baylor University - Hankamer School of Business. With a robust skill set that includes Financial Advisory, Portfolio Management, Series 53, Cfp, Investments and more, Kelly Starr contributes valuable insights to the industry. Kelly Starr has 3 emails on RocketReach.
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