Kelly Davis, financial advisor Delray Beach FL

Kelly Davis

CRD Number: 2669126
Current Firm: Allstate Financial Advisors, LLC

Kelly Davis (CRD# 2669126) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Delray Beach, FL and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Atlantic Risk Management, Inc. Delray Beach, FL Jan 2022 - Current 2
Dunhill 100 Boynton Beach, FL Feb 2018 - Current 6
Allstate Insurance Co Deerfield Beach, FL Dec 2012 - Current 11
Banyan Financial Group LLC Deerfield Beach, FL Oct 2011 - Sep 2022 10
Real Broker, LLC New York, NY Jun 2017 - Dec 2017 < 1
Active Florida Realty Hollywood, FL Jan 2016 - Jul 2017 1
Golden Bear Realty North Palm Beach, FL Jun 2015 - Jan 2016 < 1
Weichert Realtors Boynton Beach, FL Jan 2015 - Jun 2015 < 1
Bayburg Financial Boca Raton, FL Apr 2014 - Jan 2015 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1996
S65 NASAA Investment Advisors Law Examination Aug 2004
Contact Info for Kelly L. Davis
Phone Number: 877-232-2142
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    29
    MILLIONS
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $205,173
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, 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, WA, WI, WV, WY

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