Leslie Kelly, financial advisor Winter Park FL

Leslie Kelly

CRD 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.

Similar Advisors
Gregory Abdalla, financial advisor Winter Park FL
Gregory H. Abdalla
CRD# 6160017
Cetera Investment Advisers LLC
Similar Advisors
Gary Abely, financial advisor Winter Park FL
Gary S. Abely
CRD# 2811837
Certified Advisory Corp
Similar Advisors
Lauren Abramowitz, financial advisor Winter Park FL
Lauren M. Abramowitz
CRD# 5855622
Financial Harvest Wealth Advisors
Professional Designations
Company Name Location Dates Years
American Financial Advisors, Inc. Orlando, FL Nov 1989 - Current 34
Fixed Insurance Sales Orlando, FL Oct 1980 - Dec 2017 37
Foothill Securities, Inc. Orlando, FL Jun 2009 - Sep 2016 7
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
By the Numbers
  • Total Assets Under Management
    887
    MILLIONS
  • Total Number of Accounts
    1,751
    ACCOUNTS
  • Average Account Value
    $506,680
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
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, FL, GA, IL, IN, LA, MA, MD, MI, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from Leslie Kelly and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.