Kelly A. Myers
Professional summary
Kelly A Myers, who also goes by Kelly Alexis Myers, Kelly Myers, is a registered financial professional currently at VALIC FINANCIAL ADVISORS, INC. located in Houston, Texas and COREBRIDGE CAPITAL SERVICES, INC. located in Houston, Texas.
Kelly is registered as a RR (Registered Representative) and started their career in finance in 2023. Kelly has worked at 2 firms and has passed the Series 63, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Kelly A Myers's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 25, 2023 - Present
VALIC FINANCIAL ADVISORS, INC.
Office #1: 2919 Allen Parkway L3-20, Houston, TX 77019-2158February 27, 2025 - Present
COREBRIDGE CAPITAL SERVICES, INC.
Office #1: 2929 Allen Parkway, Houston, TX 77019State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/20/2023)
Exams
Series 6TO
Date: 4/24/2023
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
COREBRIDGE CAPITAL SERVICES, INC.
CRD#: 13158 / SEC#: , 8-28733
Contact information
FINRA licenses (52 States and Territories)
Documents
Disclosures
| Regulatory Event | 1 |
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.
