Keely Davis, financial advisor East Peoria IL

Keely Davis

CRD Number: 6381225
Current Firm: Woodbury Financial Services, Inc.

Keely Davis (CRD# 6381225) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in East Peoria, IL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Legacy Wealth Partners East Peoria, IL Apr 2021 - Current < 1
Woodbury Financial Services Inc. East Peoria, IL Apr 2021 - Current < 1
Kuchie's On The Water Creve Ceour, IL Jun 2019 - Current 2
Clarity Group Midwest East Peoria, IL Nov 2020 - Feb 2021 < 1
Midwestern Securities Trading Company LLC East Peoria, IL Jul 2018 - Aug 2020 2
Morgan Stanley Peoria, IL Feb 2018 - Jul 2018 < 1
Midwestern Securities Trading Co East Peoria, IL Jul 2014 - Feb 2018 3
Unemployed Peoria, IL May 2014 - Jul 2014 < 1
Gracies Sports Bar Washington, IL Feb 2014 - Jun 2014 < 1
First Mid-il Bank Peoria, IL Aug 2012 - Feb 2014 1
Illinois Central College East Peoria, IL May 2012 - Aug 2012 < 1
Private Nanny Pekin, IL Apr 2012 - Aug 2012 < 1
Heartland Bank Peoria, IL Jan 2012 - May 2012 < 1
Illinois Central College East Peoria, IL Aug 2011 - Jan 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Keely Davis
Phone Number: 800-800-2638
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    15,588
    MILLIONS
  • Total Number of Accounts
    71,852
    ACCOUNTS
  • Average Account Value
    $216,951
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
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, WY

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