James Kellett, financial advisor Surfside Beach SC
93 score

James Kellett

CRD Number: 1414427
Current Firm: Wells Fargo Advisors, LLC

James Kellett (CRD# 1414427) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Surfside Beach, SC and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Surfside, SC Aug 2009 - Current 7
Trio Farms, LLC Salters, SC Sep 2005 - Current 11
Raymond James Financial Services Advisors, Inc. Saint Petersburg, FL Jan 2009 - Aug 2009 < 1
Cresent Bank Myrtle Beach, SC Jan 2008 - Aug 2009 1
Raymond James Financial Services, Inc. Murrells Inlet, SC Jan 1999 - Aug 2009 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1984
Contact Info for James P. Kellett
Phone Number: 314-875-3000
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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