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Kelli Jane Vance

DirectorAlliance Wealth Strategies, LLCCRD 7209156

About Kelli Jane Vance

Kelli Jane Vance is listed as Director at Alliance Wealth Strategies, LLC in Lynchburg, VA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Alliance Wealth Strategies, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kelli Jane Vance work?

Kelli Jane Vance is listed as Director at Alliance Wealth Strategies, LLC on SEC Form ADV.

How much of Alliance Wealth Strategies, LLC does Kelli Jane Vance own?

Form ADV reports a beneficial ownership band of Under 5%.

Alliance Wealth Strategies, LLC

TitleDirector
OwnershipUnder 5%
Control personYes
Since2023
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