Lori Talley-Kelley (CRD# 6016247) is an Investment Advisor Representative working at Crescent Financial Advisors in Seneca, SC and has over 10 years of experience in the finance industry.
CRD# 6714168
Edward Jones
CRD# 4456936
Apex Capital Management LLC
CRD# 6620152
Strategic Blueprint, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clemson-eps Advisors, LLC | Seneca, SC | Apr 2016 - Current | 8 |
| Voya Financial Advisors Inc, Formerly Known As Ing Financial Ptr | Columbia, SC | Jan 2012 - Mar 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2013 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2015 |
- SC
-
Total Assets Under Management160MILLIONS
-
Total Number of Accounts751ACCOUNTS
-
Average Account Value$212,613
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
GA, LA, NC, SC
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