Kelly DaylongCRD 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.
Royal Alliance Associates, Inc.
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|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|
Total Assets Under Management46MILLIONS
Total Number of Accounts190ACCOUNTS
Average Account Value$240,860
- 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
- Publication of periodicals or newsletters