Kelley Embree, financial advisor Austin TX
90 score

Kelley Embree

CRD Number: 5994617
Current Firm: Eagle Strategies LLC

Kelley Embree (CRD# 5994617) is an Investment Advisor Representative working at Eagle Strategies LLC in Austin, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Integrated Solutions Austin, TX Nov 2012 - Current 4
Eagle Strategies LLC Austin, TX Oct 2012 - Current 4
Nylife Securities LLC Austin, TX Nov 2011 - Current 5
New York Life Insurace Co Austin, TX Nov 2011 - Current 5
Integrated Wealth Strategies Austin, TX Feb 2012 - Nov 2012 < 1
Pgc Creative Round Rock, TX Jan 2005 - Dec 2011 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2012
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Kelley S. Embree
Phone Number: (888) 695-3245
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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