LK
LK
Lawrence Kelly
34 Years of Experience
Exton, PA
1 DisclosureBroker
Lawrence Kelly is a registered investment advisor at Wells Fargo Advisors, based in Exton, PA, with 34 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
128 John Robert Thomas Dr, Exton, PA, 19341
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2008Closed-No Action
Other Business Activities
Lawrence owns First Flag Capital Advisors since 2019. He dedicates more than full-time hours to this investment-related activity.
Employment History
Current Registrations
Wells Fargo Advisors
August 2008 - Present · 17 yrs 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2008 - Present · 17 yrs 9 mos
Previous Registrations
Wachovia Securities Financial Network, LLC
August 2008 - August 2008 · 0 mos
Wachovia Securities Financial Network, LLCBroker
August 2008 - August 2008 · 0 mos
Wachovia Securities, LLCBroker
July 2003 - August 2008 · 5 yrs 1 mo
Prudential Securities IncorporatedBroker
November 2000 - July 2003 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1991 - December 2000 · 9 yrs 4 mos
State Registrations20 states
ALCACOCTDEFLGAILMDNCNJNYPASCTNTXUTVAWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.