Daniel Kelley, financial advisor Fairport NY
93 score

Daniel Kelley

CRD Number: 5459417
Current Firm: Lpl Financial LLC

Daniel Kelley (CRD# 5459417) is an Investment Advisor Representative working at Lpl Financial LLC in Fairport, NY and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lyons National Bank Geneva, NY Jan 2013 - Current 3
Lpl Financial LLC Charlotte, NC Jan 2013 - Current 3
Cadaret, Grant & Company, Inc. Pittsford, NY Oct 2012 - Nov 2012 < 1
Kn Investment Services Inc. Pittsford, NY Oct 2012 - Nov 2012 < 1
J.p. Morgan Securities LLC Fishers, IN Oct 2012 - Oct 2012 < 1
Chase Investment Services Corp Fishers, IN Aug 2011 - Oct 2012 1
Pnc Investments Indianapolis, IN Nov 2009 - Aug 2011 1
National City Bank Indianapolis, IN Sep 2009 - Aug 2011 1
Natcity Investments Inc. Cleveland, OH Sep 2009 - Aug 2011 1
Charles Schwab & Company, Inc. Fishers, IN Nov 2007 - Sep 2009 1
Union Federal Bank Indianapolis, IN Jun 2005 - Nov 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S65 NASAA Investment Advisors Law Examination Oct 2011
Contact Info for Daniel C. Kelley
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • FL
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Other
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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