LK
LK

Lynn Kelly

23 Years of Experience
Grenada, MS
Broker

Lynn Kelly is a registered investment advisor at Raymond James & Associates, INC., based in Grenada, MS, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1115 Sunwood, Grenada, MS, 38901

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History

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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Other Business Activities

Lynn assists at Holmes Community College's ACT testing center. This involves helping with test administration and observation, and is a one-time activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.
August 2011 - February 2013 · 1 yr 6 mos
Morgan Keegan & Company, INC.Broker
July 2004 - February 2013 · 8 yrs 7 mos
Pfic Securities CorporationBroker
November 2002 - August 2004 · 1 yr 9 mos
State Registrations7 states
ALARGALAMSTNTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
Lynn Kelly - Financial Advisor | TrueAdvisor