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Christopher Kelly

34 Years of Experience
Nashville, TN
1 DisclosureBroker

Christopher Kelly is a registered investment advisor at Raymond James & Associates, INC., based in Nashville, TN, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1033 Demonbreun Street, Suite 500, Nashville, TN, 37203

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History

Regulatory History (1)
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Customer Dispute
December 1997
Settled
Other Business Activities

Christopher serves as an officer (Secretary) and board member for West End Terrace Homeowners Association, Inc. He dedicates a few hours per week to this role, which is not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
March 2008 - Present · 18 yrs 6 mos
Raymond James & Associates, INC.Broker
March 2008 - Present · 18 yrs 6 mos
Previous Registrations
UBS Financial Services INC.
August 2000 - April 2008 · 7 yrs 8 mos
UBS Financial Services INC.Broker
August 2000 - April 2008 · 7 yrs 8 mos
J.C. Bradford & CO.Broker
May 1991 - August 2000 · 9 yrs 3 mos
State Registrations32 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.