Scott Kelly
Scott Kelly is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bothell, WA, with 9 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
18323 Bothell Everett Hwy, Suite 330, Bothell, WA, 98012
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Scott is a board member for a non-profit and an officer for Business Network International, dedicating a few hours per week to each. He also works as an independent financial advisor for Legacy Wealth Partners and is an officer for Scott D. Kelly, P.C., dedicating about half his time and more than half his time, respectively.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Waddell & Reed
Waddell & ReedBroker
State Registrations8 states
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