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KK

Kendra L. Kelly

ANICO FINANCIAL SERVICES
Galveston, TX 77550
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CRD#: 4267682
KK

Professional summary


Kendra Leigh Kelly, who also goes by Kendra Leigh Kelly, Kendra Kelly Warrick, is a registered financial professional currently at ANICO FINANCIAL SERVICES, INC. located in Galveston, Texas.

Kendra is registered as a RR (Registered Representative) and started their career in finance in 2000. Kendra has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kendra Leigh Kelly | Kendra Kelly Warrick

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Kendra Leigh Kelly's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

September 6, 2012 - Present

ANICO FINANCIAL SERVICES, INC.

Office #1: One Moody Plaza, Suite 1463, Galveston, TX 77550
BD
CRD#: 158883
Galveston, TX
Past

April 22, 2008 - September 4, 2012

SECURITIES MANAGEMENT & RESEARCH, INC.

BD
CRD#: 759
CEDAR RAPIDS, IA
Past

April 24, 2007 - March 20, 2008

MORGAN KEEGAN & COMPANY, LLC

RIA
CRD#: 4161
BIRMINGHAM, AL
Past

April 24, 2007 - March 20, 2008

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
MEMPHIS, TN
Past

November 17, 2005 - April 24, 2007

AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC

RIA
CRD#: 111757
BIRMINGHAM, AL
Past

May 16, 2001 - April 24, 2007

AMSOUTH INVESTMENT SERVICES, INC.

BD
CRD#: 15692
BIRMINGHAM, AL
Past

October 9, 2000 - April 25, 2001

HARRISDIRECT LLC

BD
CRD#: 42159
JERSEY CITY, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(7/16/2013)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/16/2005
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AF
ANICO FINANCIAL SERVICES, INC.
ANICO FINANCIAL SERVICES, INC.

CRD#: 158883 / SEC#: , 8-68938

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
One Moody Plaza, Suite 1463, Galveston, TX 77550
Mailing Address
One Moody Plaza Suite 1463, Galveston, TX 77550
Phone number
(409) 621-7809
Established
Texas since 12/21/2010
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (18 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
AMERICAN NATIONAL INSURANCE COMPANYDIRECT OWNER
LUIKART, THAD MICHAELDIRECTOR, PRESIDENT & CEO5111050
MERRILL, BRODY JASONSVP, CFO, FINOP5450137
WHITE, STACEY LEIGHAVP, CHIEF COMPLIANCE OFFICER2721039

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ANICO FINANCIAL SERVICES, INC.

CRD#: 158883Galveston, TX 77550

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