Carrie KelleyCRD Number: 6061237
Current Firm: Waddell & Reed
Carrie Kelley (CRD# 6061237) is an Investment Advisor Representative working at Waddell & Reed in Hinckley, MN and has over 4 years of experience in the finance industry.
Investment Centers Of America, Inc.
Infinex Investments, Inc.
Securities America Advisors, Inc.
|Various Insurance Carriers For W & R Insurnace Agencies||Duluth, MN||May 2013 - Current||4|
|Susan Stelman||Duluth, MN||May 2013 - Current||4|
|Waddell & Reed, Inc.||Duluth, MN||May 2012 - Current||5|
|Susan Stelman||Duluth, MN||May 2012 - Current||5|
|Apex Systems - Contracting Firm||Minneapolis, MN||Jan 2012 - Aug 2012||< 1|
|Ecapital Advisors||Edina, MN||May 2011 - Dec 2011||< 1|
|Fico||Arden Hills, MN||Aug 2010 - May 2011||< 1|
|Aga Medical Corporation||Plymouth, MN||Dec 2005 - Aug 2010||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2013|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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