Kelly Webb
Kelly Webb is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Austin, TX, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5000 Plaza on the Lake, # 175, Austin, TX, 78746
Get directionsHistory
Regulatory History (1)
Criminal
January 2014Other Business Activities
Kelly is the owner of KNL Investments, a support company, and spends minimal time on it. She also owns rental real estate and works as a sports official, dedicating about 10-20% of her time to the latter.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Edward JonesBroker
State Registrations16 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.