Kelley Selph
Kelley Selph is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Salisbury, MD, with 26 years of industry experience. Kelley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1325 Mount Hermon Rd Ste 10A, Salisbury, MD, 21804
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kelley sells non-variable insurance, dedicating a few hours per week to this activity. She also operates Blue Coast Wealth Partners, LLC as a DBA for her LPL business, dedicating full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations9 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
More Advisors
- Robert SidellLPL Financial LLC
- Jonathan Wasey, CFPLPL Financial LLC
- Kara Lewis, ChFCLPL Financial LLC
- Daniel Livingston, CFPLPL Financial LLC
- Kyle Banks, CFPPks Investment Advisors LLC
- Jessica Eisemann, CFPEdward Jones