Suzanne Stacy Mckelvey (CRD# 7214778) is an Investment Advisor Representative working at Walsh & Associates, LLC in Sarasota, FL and has 1 year of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Walsh & Associates, LLC | Sarasota, FL | Feb 2022 - Current | 1 |
| Lpl Financial, LLC | Sarasota, FL | Jan 2021 - Current | 2 |
| Walsh & Associates, LLC | Sarasota, FL | Jan 2020 - Feb 2022 | 2 |
| Gould Kilian Cpa Group | Asheville, NC | Oct 2012 - Jan 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- FL
-
Total Assets Under Management482MILLIONS
-
Total Number of Accounts2,071ACCOUNTS
-
Average Account Value$232,665
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, FL, GA, IL, IN, MD, MN, NC, NH, NV, OH, PA, SC, TN, TX, UT, VA, WI
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