Leslie KellyCRD Number: 1014305
Current Firm: American Financial Advisors Inc.
Compensation Model: Fee Only
Leslie Kelly (CRD# 1014305) is an Investment Advisor Representative working at American Financial Advisors Inc., a registered investment advisor, 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. She also achieved her AIF® (Accredited Investment Fiduciary) designation in 2012. She is the founder, president and Chief Compliance Officer of American Financial Advisors, Inc. and specializes in comprehensive financial planning - especially for women who are dealing with widowhood or divorce. American Financial Advisors, Inc. is an independent RIA and is a fee-only firm.
Ameriprise Financial Services, Inc.
Retirement Wealth Advisors, Inc.
Alconbury Trust L.l.c
|The Hub Art Connection||New Smyrna Beach, FL||Jun 2014 - Current||3|
|Foothill Securities, Inc.||Orlando, FL||Jun 2009 - Current||8|
|American Financial Advisors, Inc.||Orlando, FL||Nov 1989 - Current||28|
|Fixed Insurance Sales||Orlando, FL||Oct 1980 - Current||37|
|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|
Total Assets Under Management409MILLIONS
Total Number of Accounts1,100ACCOUNTS
Average Account Value$372,008
- 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
- Educational seminars/workshops
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