Kelcie Daniels, financial advisor Brentwood TN
96 score

Kelcie Daniels

CRD Number: 6098174
Current Firm: Woodbury Financial Services, Inc.

Kelcie Daniels (CRD# 6098174) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Brentwood, TN and has over 5 years of experience in the finance industry. Kelcie Daniels 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.

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Professional Designations
Company Name Location Dates Years
Woodbury Financial Services, Inc. Peachtree City, GA Sep 2012 - Current 5
Douglas J Towery Peachtree City, GA Jun 2012 - Current 5
Depaul University Chicago, IL Aug 2008 - Jun 2012 3
Interexchange New York, NY Jun 2011 - Sep 2011 < 1
International Law Students Organization Chicago, IL Jan 2011 - May 2011 < 1
Fred's Camp Chicago, IL Jun 2010 - Aug 2010 < 1
Orchard Hills Pool Grand Rapids, MI Jun 2009 - Sep 2009 < 1
Michelle Hooker Grand Rapids, MI Jun 2008 - Jul 2008 < 1
Forest Hills Northern Grand Rapids, MI Sep 2002 - May 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Kelcie L. Daniels
Phone Number: 800-800-2638
Firm Website: http://www.bowmanfs.com
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    3,252
    MILLIONS
  • Total Number of Accounts
    17,398
    ACCOUNTS
  • Average Account Value
    $186,902
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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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