Kelly Daylong, financial advisor Woodinville WA

Kelly Daylong

CRD Number: 3047572
Current Firm: Financial & Estate Advisors, Inc.

Kelly Daylong (CRD# 3047572) is an Investment Advisor Representative working at Financial & Estate Advisors, Inc. in Woodinville, WA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
United Planners' Financial Services Scottsdale, AZ Aug 2009 - Current 12
Financial & Estate Advisors, Inc. Bothell, WA Sep 2001 - Current 20
Financial & Estate Advisors Woodinville, WA Sep 2001 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Nov 2019
Contact Info for Kelly D. Daylong
Phone Number: 425-483-3100
Firm Website: http://www.i-fea.com
Registered State(s):
  • WA
Current Firm Details
Financial & Estate Advisors, Inc.
Firm's CRD Number: 119062
By the Numbers
  • Total Assets Under Management
    46
    MILLIONS
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $240,860
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
  • Publication of periodicals or newsletters
Types of Clients
Registered States

WA

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