Daniel Kelly (CRD# 2378762) is an Investment Advisor Representative working at Thoroughbred Financial Services, LLC in Jackson, TN and has over 30 years of experience in the finance industry.
CRD# 6838183
Edward Jones
CRD# 3051
Thoroughbred Financial Services, LLC
CRD# 5269962
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thoroughbred Financial Services, LLC | Brentwood, TN | Jun 1999 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1993 |
- TN
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Total Assets Under Management2,914MILLIONS
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Total Number of Accounts6,330ACCOUNTS
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Average Account Value$460,299
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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