David Kelly
David Kelly is a registered investment advisor at Raymond James & Associates, INC., based in Grand Blanc, MI, with 17 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
8245 Holly Road, Suite 201, Grand Blanc, MI, 48439
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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 Activities
David is a board member and finance/investment committee member for Catholic Charities and Friends of the Children - Detroit chapter. He dedicates a few hours per week to each of these non-profit organizations, assisting with decision-making, fundraising, and other activities.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
Ultimus Fund Distributors, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations45 states
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