Marshall Kelley (CRD# 4640061) is an Investment Advisor Representative working at Primerica Advisors in Goshen, IN and has over 21 years of experience in the finance industry.
CRD# 4621831
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2245020
Lpl Financial LLC
CRD# 2362499
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | Goshen, IN | Mar 2003 - Current | 21 |
| Primerica Financial Services | Goshen, IN | Feb 2002 - Current | 22 |
| Domino's Pizza | Granger, IN | Mar 2017 - Feb 2018 | < 1 |
| Domino's Pizza | Mishawaka, IN | Dec 2016 - Feb 2018 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IN
- TX
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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