Kelley Wilson, financial advisor Lakeland FL

Kelley Wilson

CRD Number: 6699387
Current Firm: Cps Investment Advisors

Kelley Wilson (CRD# 6699387) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Cps Investment Advisors Lakeland, FL Jul 2016 - Current 5
Florida Southern College Lakeland, FL Aug 2012 - Jun 2016 3
Compass Flooring Distribution Lakeland, FL Jan 2012 - Dec 2015 3
Northpark Flooring Orlando, FL Jan 2006 - Dec 2011 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2018
Contact Info for Kelley C. Wilson
Phone Number: 863-688-1725
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    2,051
    MILLIONS
  • Total Number of Accounts
    6,332
    ACCOUNTS
  • Average Account Value
    $323,903
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, FL, GA, IL, IN, MA, MD, MI, NC, NJ, NY, OH, PA, SC, TN, TX, VA

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