Kelly Angell, financial advisor Orem UT

Kelly Angell

CRD Number: 6115460
Current Firm: Raymond James Financial Services Advisors, Inc.

Kelly Angell (CRD# 6115460) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Orem, UT and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Security Service Cu Orem, UT Nov 2020 - Current < 1
Raymond James Financial Services Advisors, Inc. Orem, UT Apr 2019 - Current 2
Raymond James Financial Services, Inc. Orem, UT Apr 2019 - Current 2
Wells Fargo Advisors LLC Salt Lake City, UT Jun 2016 - Apr 2019 2
Morgan Stanley Purchase, NY Jan 2018 - Feb 2018 < 1
Jh Darbie & Co Inc. New York, NY Oct 2015 - Jun 2016 < 1
Key West Investments San Gabriel, CA Aug 2015 - Oct 2015 < 1
Acap Financial Inc. Salt Lake City, UT Jun 2015 - Aug 2015 < 1
Alpine Securities Corporation Salt Lake, UT Mar 2014 - Jun 2015 1
Unemployed Salt Lake, UT Jan 2014 - Feb 2014 < 1
E*trade Securities LLC Sandy, UT Sep 2012 - Jan 2014 1
Citywide Home Loans Murray, UT Jul 2012 - Sep 2012 < 1
Unemployed/day Trader West Jordan, UT Dec 2009 - Jul 2012 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2012
S66 NASAA Uniform Combined State Law Examination Jul 2016
Contact Info for Kelly A. Angell
Phone Number: 727-567-3020
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    191,890
    MILLIONS
  • Total Number of Accounts
    729,214
    ACCOUNTS
  • Average Account Value
    $263,146
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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