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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
Years of Experience
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Spc Brokerage Details
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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
Kellie Blanco Work History
Kellie has 12 years of experience.
Sigma Planning Corporation
Sigma Financial Corporation
Usca Securities LLC
Wells Fargo Advisors LLC
Wachovia Securities, LLC
Kellie Blanco has no disclosures.
Please visit their SEC profile for more details.