Melissa KellyCRD Number: 2976655
Current Firm: Raymond James Financial Services Advisors, Inc.
Melissa Kelly (CRD# 2976655) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saint Petersburg, FL and has over 13 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Raymond James Financial Services, Inc.||Saint Petersburg, FL||Oct 2000 - Current||17|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2005|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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