Unclaimed Profile

Kelli Jane Vance

ALLIANCE WEALTH STRATEGIES, LLC·LYNCHBURG, Virginia

Clean record6 years registeredALLIANCE WEALTH STRATEGIES, LLC

828 MAIN STREET, LYNCHBURG, VA 24504CRD# 7209156Firm CRD# 173559

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kelli Jane Vance · LYNCHBURG, VA

Registration

CRD #7209156 · ALLIANCE WEALTH STRATEGIES, LLC · 6 years registered

Brand Profile

Not yet started

Career History

BROWN EDWARDS WEALTH STRATEGIES

Jan 2020 – present

Registrations & Exams

Registration record

First registered · January 14, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALLIANCE WEALTH STRATEGIES, LLC

CRD 173559 · SEC 801-117391

AUM

$272M

Regulatory assets under management

Employees

522 client accounts

Services offered by ALLIANCE WEALTH STRATEGIES, LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ALLIANCE WEALTH STRATEGIES, LLC →

Introduction

Speak with Kelli

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kelli is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LYNCHBURG?

Browse all registered financial advisors in LYNCHBURG, Virginia or claim this profile if it's yours.

Browse LYNCHBURG Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kelli Jane Vance offer?

Kelli Jane Vance specializes in Investment Management, Fee-Only Advisory. Contact their office in LYNCHBURG, Virginia for a consultation.

What are Kelli Jane Vance's credentials?

Kelli Jane Vance is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kelli Jane Vance located?

Kelli Jane Vance is based in LYNCHBURG, Virginia, working with ALLIANCE WEALTH STRATEGIES, LLC. Their office serves clients in the LYNCHBURG metropolitan area and surrounding communities.

How does Kelli Jane Vance charge for services?

Kelli Jane Vance's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALLIANCE WEALTH STRATEGIES, LLC?

ALLIANCE WEALTH STRATEGIES, LLC has approximately 7 employees and manages $272M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →