Kelly AngellCRD 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.
Cetera Advisor Networks LLC
Equitable Advisors, LLC
Foresight Wealth Management, LLC
|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|
Total Assets Under Management191,890MILLIONS
Total Number of Accounts729,214ACCOUNTS
Average Account Value$263,146
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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