Andrea Kelly, financial advisor Cleburne TX
93 score

Andrea Kelly

CRD Number: 3099131
Current Firm: Edward Jones

Andrea Kelly (CRD# 3099131) is an Investment Advisor Representative working at Edward Jones in Cleburne, TX and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Feb 2016 - Current < 1
Ubs Financial Services Forth Worth, TX Jun 2009 - Feb 2016 6
Rbc Capital Markets Corporation Fort Worth, TX Mar 2008 - Jun 2009 1
Dain Rauscher Incorporated Ft Worth, TX Aug 1998 - Mar 2008 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2002
Contact Info for Andrea Kelly
Phone Number: 314-515-2000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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