Kelly Daniels is a registered investment advisor, based in Atmore, AL, with 29 years of industry experience.
Location
1009 E Church St, Atmore, AL, 36502
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kelly is a financial advisor and owner of Daniels Financial LLC. This activity requires minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2019 - Present · 7 yrs 3 mos
Raymond James Financial Services, INC.Broker
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
Edward Jones
November 2006 - February 2019 · 12 yrs 3 mos
Edward JonesBroker
May 1999 - February 2019 · 19 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1997 - May 1999 · 2 yrs 3 mos
State Registrations30 states
ALARAZCACOCTDEFLGAHIIAINKSKYLAMOMSNCNMNYOHOKPASCTNTXVAWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.