Donald Kelly
Donald Kelly is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Watkinsville, GA, with 13 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
1360 Caduceus Way, Bldg 800, Suite 101, Watkinsville, GA, 30677
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Donald serves on the Board of Directors for the Bank of Monticello, dedicating minimal time to this role. He also works as an associate/employee for TSD Advisors, LLC dba The Avenue Wealth Management Group, spending about 10-20% of his time assisting with client investment management.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
State Registrations7 states
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