Sheila Kelly (CRD# 1185334) is an Investment Advisor Representative working at Lpl Financial LLC in Dothan, AL and has over 31 years of experience in the finance industry.
CRD# 5847202
Edward Jones
CRD# 5581397
First Advisors National, LLC
CRD# 4659105
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Dothan, AL | Jul 2021 - Current | 2 |
| First United Methodist Church Dothan | Dothan, AL | Jan 2021 - Jul 2021 | < 1 |
| Joe And Sheila Kelly | Dothan, AL | Sep 2014 - Jul 2021 | 6 |
| Waddell & Reed, Inc. | Tallahassee, FL | Mar 2011 - Jul 2021 | 10 |
| Various Insurance Carriers For W&r Insurance Agencies | Dothan, AL | Mar 2011 - Jul 2021 | 10 |
| Girls Inc. | Dothan, AL | Jan 2011 - Jul 2021 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1992 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2011 |
- AL
- TX
- VA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, WY
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