Kelly Ennis (CRD# 5475150) is an Investment Advisor Representative working at Infinity Financial Strategies, LLC in North Granby, CT and has over 9 years of experience in the finance industry. Kelly Ennis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
CRD# 4385290
Lpl Financial LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Infinity Financial Strategies, LLC | Granby, CT | Dec 2017 - Current | 6 |
| U.s. Financial Advisors, LLC | Avon, CT | Apr 2015 - Dec 2017 | 2 |
| Lpl Financial LLC | Avon, CT | Mar 2015 - Dec 2017 | 2 |
| Timothy S Mccarthy | Avon, CT | Dec 2007 - Mar 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2015 |
- CT
- NY
- TX
-
Total Assets Under Management19MILLIONS
-
Total Number of Accounts147ACCOUNTS
-
Average Account Value$129,893
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
CT, NY, TX
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