Kelly Wamble

Kelly Wamble

Principal | Financial Advisor


Over 30 years’ experience in the financial services industry
CPA Certificate, State of Washington 12/1988 - 6/2010
Vice President, Financial Consultant – D.A. Davidson & Co. – Edmonds, WA
Financial Advisor – A.G. Edwards – Edmonds, WA

Formal Education:

Bachelor of Science Degree in Business Administration, Concentration in Finance and Accounting – Oregon State University

Securities Registrations & Credentials:

Series 63 Uniform Securities Agent State Law held through LPL Financial 
Series 65 Uniform Investment Adviser Law held through Financial Advocates Investment Management
Series 7 General Securities Representative held through LPL Financial