Desiree Kelley (CRD# 5391531) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Metairie, LA and has over 16 years of experience in the finance industry. Desiree Kelley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| M Wealth Advisors | Metairie, LA | Apr 2023 - Current | 1 |
| Raymond James Financial Services Advisors Inc. | Metairie, LA | Feb 2017 - Current | 7 |
| Raymond James Financial Services, Inc. | Metairie, LA | Jan 2017 - Current | 7 |
| Detillier Financial Advisors | Lutcher, LA | Aug 2007 - Dec 2016 | 9 |
| Lincoln Investment | Lutcher, LA | Aug 2007 - Dec 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2008 |
| S63 | Uniform Securities State Law Examination | Jan 2015 |
- LA
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY
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