Paul Kelley (CRD# 4134586) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Grantsville, UT and has over 24 years of experience in the finance industry.
CRD# 5493956
Lpl Financial LLC
CRD# 4014737
On Investment Management Co
CRD# 2660340
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Investors Securities Corporation | North Salt Lake, UT | Dec 2015 - Current | 8 |
| Transamerica Retirement Solutions | North Salt Lake, UT | Nov 2015 - Current | 8 |
| Fidelity Brokerage Services LLC | Salt Lake City, UT | Dec 2004 - Nov 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2008 |
- UT
-
Total Assets Under Management12,680MILLIONS
-
Total Number of Accounts160,403ACCOUNTS
-
Average Account Value$79,051
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
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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