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Kelly Morrow Smith

WEALTHSOURCE PARTNERS, LLC·ARROYO GRANDE, California
WEALTHSOURCE PARTNERS, LLC
1238 E. GRAND AVENUE, ARROYO GRANDE, CA 93420CRD# 2767394Firm CRD# 282202

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kelly Morrow Smith · ARROYO GRANDE, CA
Registration
CRD #2767394 · WEALTHSOURCE PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
5 disclosures on file · See FINRA BrokerCheck for full record
01

About

Kelly Morrow Smith is a registered financial advisor based in ARROYO GRANDE, California, affiliated with WEALTHSOURCE PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WEALTHSOURCE PARTNERS, LLC
WEALTHSOURCE?
AUM
$2.1B
Regulatory assets under management
Employees
50
Total firm employees
View all advisors at WEALTHSOURCE PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2767394
Firm CRD# 282202
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kelly Morrow Smith offer?
Kelly Morrow Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ARROYO GRANDE, California for a consultation.
What are Kelly Morrow Smith's credentials?
Kelly Morrow Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly Morrow Smith located?
Kelly Morrow Smith is based in ARROYO GRANDE, California, working with WEALTHSOURCE PARTNERS, LLC. Their office serves clients in the ARROYO GRANDE metropolitan area and surrounding communities.
How does Kelly Morrow Smith charge for services?
Kelly Morrow Smith's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTHSOURCE PARTNERS, LLC?
WEALTHSOURCE PARTNERS, LLC has approximately 50 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEALTHSOURCE PARTNERS, LLC

Arlo Bryan Sullivan
SAN LUIS OBISPO, CA
Christopher Maxime Shea
SAN LUIS OBISPO, CA
David Akira Ito
SAN LUIS OBISPO, CA
Douglas Boyd May
ARROYO GRANDE, CA
Jason Anthony Mirabella
SAN LUIS OBISPO, CA
Jon Edward Dubravac
SAN LUIS OBISPO, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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