Kelly CardCRD Number: 1151677
Current Firm: Voya Financial Advisors, Inc.
Kelly Card (CRD# 1151677) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in San Antonio, TX and has over 27 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Voya Financial Advisors||San Antonio, TX||Sep 2014 - Current||2|
|Ing Financial Partners, Inc.||San Antonio, TX||Jan 2011 - Sep 2014||3|
|Ing Financial Advisers, LLC||San Antonio, TX||Oct 1993 - Jan 2011||17|
|Ing||San Antonio, TX||Nov 2000 - Dec 2010||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1990|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV