Kelly Daniels (CRD# 2834632) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Atmore, AL and has over 27 years of experience in the finance industry.
CRD# 5585025
International Assets Investment Management, LLC
CRD# 2348521
International Assets Investment Management, LLC
CRD# 5193839
Prudential Financial Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Atmore, AL | Feb 2019 - Current | 5 |
| Raymond James Financial Services Advisors, Inc. | Atmore, AL | Feb 2019 - Current | 5 |
| Daniels Financial LLC | Attmore, AL | Feb 2019 - Current | 5 |
| Edward Jones | Daingerfield, TX | Apr 1999 - Feb 2019 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1997 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1997 |
- AL
- TX
-
Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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