Leslie Kelly, financial advisor Orlando FL
96 score

Leslie Kelly

CRD Number: 1014305
Current Firm: American Financial Advisors Inc.

Leslie Kelly (CRD# 1014305) is an Investment Advisor Representative working at American Financial Advisors Inc. in Orlando, FL and has over 33 years of experience in the finance industry. Leslie Kelly 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.

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Professional Designations
Company Name Location Dates Years
The Hub Art Connection New Smyrna Beach, FL Jun 2014 - Current 2
Foothill Securities, Inc. Orlando, FL Jun 2009 - Current 7
American Financial Advisors, Inc. Orlando, FL Nov 1989 - Current 27
Fixed Insurance Sales Orlando, FL Oct 1980 - Current 36
Ing Financial Partners, Inc. Orlando, FL Jan 2004 - Jun 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1983
S65 NASAA Investment Advisors Law Examination Nov 1995
Contact Info for Leslie J. Kelly
Phone Number: 407-207-9006
Registered State(s):
  • CA
  • CO
  • CT
  • GA
  • HI
  • IL
  • MD
  • MA
  • MI
  • NH
  • NJ
  • NC
  • OH
  • PA
  • VA
  • WA
  • TX
  • FL
By the Numbers
  • Total Assets Under Management
    409
    MILLIONS
  • Total Number of Accounts
    1,100
    ACCOUNTS
  • Average Account Value
    $372,008
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, CT, DE, FL, GA, HI, IL, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, OK, PA, TN, TX, VA, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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