Kelly Majdan, financial advisor Gravette AR
93 score

Kelly Majdan

CRD Number: 3053221
Current Firm: Kestra Advisory Services, LLC

Kelly Majdan (CRD# 3053221) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Gravette, AR and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Strategic Retirement Partners Shorewood, IL Aug 2016 - Current 1
Kestra Financial, Inc. Austin, TX Aug 2016 - Current 1
Arvest Asset Management Gravette, AR Nov 2013 - Aug 2016 2
Arvest Asset Management Lowell, AR Jul 2009 - Aug 2016 7
Arvest Asset Management Bentonville, AR Nov 2008 - Jul 2009 < 1
Wachovia Securities, LLC San Diego, CA Jan 2008 - Oct 2008 < 1
Wachovia Securities, LLC San Diego, CA Jan 2008 - Oct 2008 < 1
A.g Edwards San Diego, CA Jan 2006 - Oct 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1999
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Kelly S. Majdan
Phone Number: 7374437101
Registered State(s):
  • AR
By the Numbers
  • Total Assets Under Management
    16,009
    MILLIONS
  • Total Number of Accounts
    63,471
    ACCOUNTS
  • Average Account Value
    $252,225
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, 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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