Kelli J. Denney
Professional summary
Kelli Jo Denney, who also goes by Kelli Denney, Kelli Jo Miller, is a registered financial advisor currently at ARMOUR WEALTH ADVISORS, LLC located in Tumwater, Washington.
Kelli is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Kelli has worked at 5 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kelli Jo Denney's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 2, 2020 - Present
ARMOUR WEALTH ADVISORS, LLC
Office #1: 344 Cleveland Avenue Se Ste B, Tumwater, WA 98501June 6, 2014 - January 24, 2020
RAGNAR WEALTH MANAGEMENT LLC
October 18, 2012 - June 2, 2014
GK CAPITAL PARTNERS
February 22, 2010 - October 31, 2012
MORGAN STANLEY
June 1, 2009 - October 31, 2012
MORGAN STANLEY
May 6, 2009 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/2/2020)
Exams
Current Firm
ARMOUR WEALTH ADVISORS, LLC
CRD#: 306171 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 311 |
| AUM (Assets Under Management) | $ 93,261,669 |
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
ARMOUR WEALTH ADVISORS, LLC
CRD#: 306171Tumwater, WA 98501TRUST BUT VERIFY
Monitor Kelli Denney
Get automatic monthly alerts on:
