Kelly Shelton
Kelly Shelton is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tampa, FL, with 2 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
100 N Tampa Street, Suite 3750, Tampa, FL, 33602
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kelly works as an associate/employee for All Seasons Wealth, which is the advisor's company name as an ICD for Raymond James. This takes about half of Kelly's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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