Lynn Kelly, financial advisor Grenada MS

Lynn Kelly

CRD Number: 4581116
Current Firm: Raymond James & Associates, Inc.

Lynn Kelly (CRD# 4581116) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Grenada, MS and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates, Inc. Grenada, MS Feb 2013 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2003
S65 NASAA Investment Advisors Law Examination Aug 2011
Contact Info for Lynn W. Kelly
Phone Number: 727-567-1000
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    350,042
    MILLIONS
  • Total Number of Accounts
    992,551
    ACCOUNTS
  • Average Account Value
    $352,669
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
  • Other
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, WY

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