Kathryn K. Burr

4405 Stafford Glen Court | Oak Ridge, North Carolina 27310 | 336.298.4316 | [email protected]


Summary of Qualifications


Professional Experience

2001 – Present | Kiely Financial Services, Inc.

Chief Compliance Officer | Operations & Client Services Director

2006 – 2007 | Retirement Educational Services, LLC

Chief Compliance Officer | Operations Director

2004 – 2006 | Carolina Wealth Management

Chief Compliance Officer | Marketing Coordinator


Education

East Carolina University, Greenville, NC

BS in Communications, 2001

National Regulatory Services, New York, NY

Spring Compliance Certification (Form ADV, Advisor Agreements, & Advisor Acts), 2004

Joseph Kiely, Ph.D. Scott Below, Ph.D. Brownie Cordell Kellie Kiely