Kelly Richards, financial advisor Naples FL

Kelly Richards

CRD Number: 4912251
Current Firm: State Farm Investment Management Corp.

Kelly Richards (CRD# 4912251) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Naples, FL and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Kelly Richards Insurance Agency Naples, FL Oct 2020 - Current 1
State Farm Investment Management Corp. Naples, FL Nov 2018 - Current 2
State Farm Vp Management Corp Naples, FL Mar 2013 - Current 8
State Farm Insurance Naples, FL Mar 2013 - Sep 2020 7
State Farm Investment Management Corp. Naples, FL Aug 2018 - Oct 2018 < 1
State Farm Insurance Fort Myers, FL Aug 2010 - Mar 2013 2
State Farm Vp Management Corp. Fort Myers, FL Aug 2010 - Mar 2013 2

Kelly Richards has no recent exams reported.
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kelly L. Richards
Phone Number: 800-447-0740
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    9,674
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,418,560,162
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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