Breandan Kelly (CRD# 5945872) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Myers, FL and has over 12 years of experience in the finance industry.
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2700373
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Fort Myers, FL | Feb 2019 - Current | 5 |
Wells Fargo Clearing Services, LLC | Cape Coral, FL | Nov 2016 - Feb 2019 | 2 |
Wells Fargo Bank Na | Cape Coral, FL | Jan 2013 - Feb 2019 | 6 |
Wells Fargo Advisors, Llc, | Cape Coral, FL | Jan 2013 - Nov 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2011 |
S66 | NASAA Uniform Combined State Law Examination | Jul 2014 |
- FL
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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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