Stephanie Kelly (CRD# 3072708) is an Investment Advisor Representative working at Adg Wealth Management Group, LLC in Metairie, LA and has over 15 years of experience in the finance industry.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Advisors | Norcross, GA | Jan 2019 - Current | 5 |
| Adg Wealth Management Group, LLC | Metairie, LA | Jan 2019 - Current | 5 |
| Lpl Financial, LLC | New Orleans, LA | Apr 2016 - Nov 2018 | 2 |
| Gwm Advisors, LLC | New Orleans, LA | Apr 2016 - Nov 2018 | 2 |
| Crown Capital Securities LP | Orange, CA | May 2004 - Apr 2016 | 11 |
| James W Olsen Cfp | Gretna, LA | May 1998 - Apr 2016 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2008 |
- LA
-
Total Assets Under Management279MILLIONS
-
Total Number of Accounts1,218ACCOUNTS
-
Average Account Value$229,166
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
AL, FL, GA, LA, MS, NH, TN, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.