Ashley KellyCRD Number: 6712929
Current Firm: Wells Fargo Clearing Services, LLC
Ashley Kelly (CRD# 6712929) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Naples, FL and has over 3 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Truist Advisory Services, Inc.
Hightower Advisors, LLC
|Wells Fargo Clearing Services, LLC||Naples, FL||Nov 2016 - Current||5|
|Wells Fargo Advisors, LLC||Naples, FL||Sep 2016 - Nov 2016||< 1|
|Rti Surgical||Alachua, FL||Jul 2015 - Sep 2016||1|
|Unemployed||Gainesville, FL||May 2015 - Jul 2015||< 1|
|University Of Florida||Gainesville, FL||Jan 2013 - May 2015||2|
|Santa Fe||Gainesville, FL||Aug 2011 - Jan 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2018|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- 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)
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, WY
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