Kelly Finger (CRD# 4899152) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Carnesville, GA and has over 19 years of experience in the finance industry. Kelly Finger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6714168
Edward Jones
CRD# 6620152
Strategic Blueprint, LLC
CRD# 3230076
Creative Financial Designs, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Citizens Investor Services, Inc. | Carnesville, GA | Jan 2016 - Current | 8 |
| First Citizens Asset Management | Columbia, SC | Jan 2010 - Current | 14 |
| First Citizens Securities Corp | Columbia, SC | Oct 2007 - Jan 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2005 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2010 |
- GA
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Total Assets Under Management1,729MILLIONS
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Total Number of Accounts6,086ACCOUNTS
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Average Account Value$284,149
- 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 businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, NC, NE, NH, NJ, NY, PA, SC, TN, TX, UT, VA, WA, WI, WV
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