Kaylynne Elise Willis
Investment Adviser Representative at A4 Wealth Advisors LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kaylynne Elise Willis is an investment adviser representative with A4 Wealth Advisors LLC in Huntersville, NC, where they have been registered since 2026. They have worked in the securities industry since 2020 and have been registered with 3 firms, including Hornor, Townsend & KENT, LLC and Valic Financial Advisors, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in North Carolina and Texas.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Full Time StudentAug 2010 – May 2020Hickory, NC
- Valic Financial Advisors, Inc.May 2019 – Aug 2020Greensboro, NC
- AGIADec 2022 – Aug 2023Houston, TX
- Valic Financial Advisors, Inc.Sep 2020 – Nov 2023Greensboro, NC
- Valic Financial Advisors, Inc.Oct 2020 – Nov 2023Greensboro, NC
- Hornor, Townsend, & Kent, LLCOct 2023 – May 2026Conshohocken, PA
- Foster Financial Group, LLCAug 2024 – May 2026Maiden, NC
- Penn Mutual Life Insurance CompanyJul 2023 – no end date reportedHorsham, PA
- Hawks Ridge Mobile Vet ServicesMay 2026 – no end date reportedReidsville, NC
- Equine Muscle WorksSep 2023 – no end date reportedHickory, NC
- Willis Welding Company, Inc.Aug 2024 – no end date reportedMaiden, NC
- World Wide Financial Solutions, LLC dba A4 Insurance SolutionsMay 2026 – no end date reportedHuntersville, NC
- A4 Wealth Advisors LLCMay 2026 – no end date reportedHuntersville, NC
- Osaic Wealth, IncOct 2026 – no end date reportedHuntersville, NC
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About A4 Wealth Advisors LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Firm account minimum
- $500,000 (waivable)
- $100,000 or less—
- $100,001 to $10,000,0001.60%
- Over $10,000,0000.80%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Huntersville, NC
- SEC file number:
- 801-125825
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at A4 Wealth Advisors LLC
7 other advisors in the directory
Similar advisors in Huntersville, NC
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kaylynne Elise Willis has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched