Daniel Kelley, financial advisor Dade City FL

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 Dade City, FL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Fairport, NY Jun 2020 - Current 3
Cetera Advisor Networks LLC Fairport, NY Sep 2019 - May 2020 < 1
Summit Financial Group Inc. Fairport, NY Nov 2018 - May 2020 1
Clover Leaf Financial, LLC Fairport, NY Apr 2017 - May 2020 3
Clover Leaf Financial, LLC Fairport, NY Jul 2015 - May 2020 4
Clover Leaf Financial, LLC Fairport, NY Apr 2014 - May 2020 6
Summit Brokerage Services, Inc. Fairport, NY Oct 2018 - Sep 2019 < 1
Cadaret, Grant & Company, Inc. Fairport, NY Apr 2017 - Nov 2018 1
Lpl Financial LLC Fairport, NY Jan 2013 - Apr 2017 4
Lyons National Bank Geneva, NY Jan 2013 - Apr 2014 1
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: 704-733-3300
Registered State(s):
  • FL
  • IN
  • NY
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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, WY

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