Kelly DishawCRD Number: 6013522
Current Firm: J.j.b. Hilliard, W.l. Lyons, LLC
Kelly Dishaw (CRD# 6013522) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Battle Creek, MI and has over 5 years of experience in the finance industry.
Prudential Financial Planning Services
Cambridge Investment Research Advisors, Inc.
Lvm Capital Management Ltd
|Hilliard Lyons||Battle Creek, MI||Feb 2017 - Current||1|
|J.j.b. Hilliard, W.l. Lyons, LLC||Battle Creek, MI||Jan 2012 - Feb 2017||5|
|Chmura Orthodontics||Marshall, MI||Aug 2004 - Jan 2012||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
Total Assets Under Management7,638MILLIONS
Total Number of Accounts24,586ACCOUNTS
Average Account Value$310,678
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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