Broker Check
Kellie  Morgan

Kellie Morgan

Advisor Assistant for Linda Kjerulf/Steven Goto

Kellie is an Advisor Assistant for Linda Kjerulf and Steven Goto in the Albany personal branch office. She graduated from CCC with a degree in Business Administration.


Kellie is not employed by Waddell & Reed, Inc., but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Financial Advisors, in addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.

Waddell & Reed is not affiliated with any other entities referenced.  02/18