Kelly M. Smith, CFP
Vellum Financial, Llc
Financial Planner in Santa Maria, CA
Address:2125 S Broadway, Ste 110
Santa Maria, CA 93454
About Kelly M. Smith
Kelly Smith is a financial professional at Vellum Financial, Llc located in Santa Maria, California. Kelly Smith holds an industry securities registration subject to FINRA oversight having passed securities examinations including S24, S63, S65, S66 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Kelly Smith provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Kelly Smith2125 S Broadway, Ste 110
Santa Maria, CA 93454
Phone Number:
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Website:
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