Kelley GraceCRD Number: 7452323
Current Firm: Eide Bailly Advisors, LLC
Kelley Grace (CRD# 7452323) is an Investment Advisor Representative working at Eide Bailly Advisors, LLC in Fargo, ND and has 1 year of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors Financial Network, LLC
|Eide Bailly Advisors, LLC||Norman, OK||Dec 2021 - Current||< 1|
|Eide Bailly LLP||Norman, OK||Nov 2001 - Current||20|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2022|
Total Assets Under Management1,033MILLIONS
Total Number of Accounts2,252ACCOUNTS
Average Account Value$458,554
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, IA, ID, IL, IN, KS, LA, MN, MT, ND, NE, NV, NY, OH, OK, OR, SD, TX, UT, VA, WA, WI
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