Leslie Kelly, financial advisor Orlando 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.

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Professional Designations
Company Name Location Dates Years
The Hub Art Connection New Smyrna Beach, FL Jun 2014 - Current 5
Foothill Securities, Inc. Orlando, FL Jun 2009 - Current 10
American Financial Advisors, Inc. Orlando, FL Nov 1989 - Current 30
Fixed Insurance Sales Orlando, FL Oct 1980 - Current 39
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
  • Total Number of Accounts
  • Average Account Value
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


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