Kellie
Blanco

Spc

CRD#4200997
Investment Advisor
in Austin, TX
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About this Advisor

Kellie Blanco is a certified financial planner operating in Austin, Texas, with a total of 12 years of experience as a financial advisor. Blanco is on the advisory team at Spc. Throughout their career, Blanco has worked at Wells Fargo Advisors LLC, Wachovia Securities, LLC, Usca Securities LLC, Sigma Planning Corporation and Sigma Financial Corporation. Blanco has Series 63 and Series 66 licenses, qualifying them as a securities broker, and can work in Iowa, North Carolina and Texas. Spc is a registered investment firm based in Austin, Texas. It has offices in 363 locations and a total of 714 advisors. It oversees $3 billion in assets across its 21,505 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to nine charities and foundations. Of its 21,505 client accounts, just 9% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Spc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees largely are based on which services are provided. Fee types charged by Spc can consist of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

8834 North Capital Of Texas Highway Ste 220
Austin, TX 78759

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Spc Brokerage Details

Total Assets Under Management

$3,351,269,238

TX Average: $943,424,332
Total Number of Employees

714

TX Average: 21
Total Number of Accounts

21,505

TX Average: 1,586
Average Account Size

$155,837

TX Average: $594,845

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Kellie Blanco Work History

Kellie has 12 years of experience.

2015 - Present (4 years)

Sigma Planning Corporation

2015 - Present (4 years)

Sigma Financial Corporation

2013 - 2015 (2 years)

Usca Securities LLC

2006 - 2013 (7 years)

Wells Fargo Advisors LLC

2006 - 2009 (3 years)

Wachovia Securities, LLC

Disclosures

Kellie Blanco has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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