Kelcie DanielsCRD Number: 6098174
Current Firm: Woodbury Financial Services, Inc.
Kelcie Daniels (CRD# 6098174) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Murfreesboro, TN and has over 5 years of experience in the finance industry.
Quinn Stauffer Financial, LLC
Envision Wealth Planning
Corvus Capital Management LLC
|Woodbury Financial Services, Inc.||Peachtree City, GA||Sep 2012 - Current||5|
|Douglas J Towery||Peachtree City, GA||Jun 2012 - Current||5|
|Depaul University||Chicago, IL||Aug 2008 - Jun 2012||3|
|Interexchange||New York, NY||Jun 2011 - Sep 2011||< 1|
|International Law Students Organization||Chicago, IL||Jan 2011 - May 2011||< 1|
|Fred's Camp||Chicago, IL||Jun 2010 - Aug 2010||< 1|
|Orchard Hills Pool||Grand Rapids, MI||Jun 2009 - Sep 2009||< 1|
|Michelle Hooker||Grand Rapids, MI||Jun 2008 - Jul 2008||< 1|
|Forest Hills Northern||Grand Rapids, MI||Sep 2002 - May 2008||5|
|Nextel||Grand Rapids, MI||Nov 2006 - Jan 2007||< 1|
|Kent Country Club||Grand Rapids, MI||Jun 2004 - Aug 2006||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
Total Assets Under Management2,697MILLIONS
Total Number of Accounts14,956ACCOUNTS
Average Account Value$180,319
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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