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Deborah Kelly

16 Years of Experience
Ashton, MD
Broker

Deborah Kelly is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ashton, MD, with 16 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

17800 New Hampshire Ave, Ashton, MD, 20861

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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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Employment History
Current Registrations
Raymond James Financial Services, INC.
October 2009 - Present · 16 yrs 9 mos
Raymond James Financial Services, INC.Broker
October 2009 - Present · 16 yrs 9 mos
State Registrations24 states
AZCACOCTDCDEFLHIILINLAMAMDMIMONCNJNMNYOHPAVAWAWV
AdvisorBrokerBoth

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