Lawrence Kelly
Lawrence Kelly is a registered investment advisor at Wells Fargo Advisors, based in Exton, PA, with 35 years of industry experience. Lawrence is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
128 John Robert Thomas Dr, Exton, PA, 19341
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2008Other 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
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLCBroker
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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