Sourcing
Firms
People
Sources
KELLY BROOKS SMITH
C
13
IAR CRD 3085514
·
Industry start 2020-09-17
Identity
Legal name
KELLY BROOKS SMITH
brokercheck
CRD
3085514
NPN
—
Career
Previous employments
—
Current branches
PRIVATE CLIENT SERVICES, LLC
UWHARRIE INVESTMENT ADVISORS, INC.
brokercheck
Designations
—
Education
—
BrokerCheck signals
Industry start
2020-09-17
brokercheck
Est. age
28
brokercheck
Age confidence
—
Est. birth year
1998
brokercheck
BC active
Yes
brokercheck
IA active
Yes
brokercheck
Disclosures
No
brokercheck
Private residence
No
brokercheck
Firm affiliations
2
UWHARRIE INVESTMENT ADVISORS, INC.
IAR
CRD 117592
PRIVATE CLIENT SERVICES, LLC
IAR
CRD 120222