Unclaimed Profile

Kelly Morrow Smith

WEALTHSOURCE PARTNERS, LLC·ARROYO GRANDE, California

Series 7, Series 24, Series 63, Series 6620 years registeredWEALTHSOURCE 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 · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTHSOURCE PARTNERS, LLC

WEALTHSOURCE® PARTNERS, LLC

Mar 2016 – Oct 2019

SANTA MARIA, CA

VELLUM FINANCIAL, LLC

Aug 2010 – Dec 2017

SANTA MARIA, CA

IFC ADVISORY

Sep 2009 – Apr 2010

CARPINTERIA, CA

MULTIPLE FINANCIAL SERVICES, INC.

Sep 2009 – Dec 2010

SANTA MARIA, CA

IFC ADVISORY

Jul 2006 – Dec 2006

CARPINTERIA, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · July 17, 2006

Years registered · 20

Disclosure History

2009Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

WEALTHSOURCE PARTNERS, LLC

CRD 282202 · SEC 801-107199

AUM

$2.1B

Regulatory assets under management

Employees

6,245 client accounts

Services offered by WEALTHSOURCE PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTHSOURCE PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Kelly Morrow Smith offer?

Kelly Morrow Smith specializes in Financial Planning, Investment Management, Wealth Management.

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, last registered with WEALTHSOURCE PARTNERS, LLC.

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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