Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Austin? Claim Your ProfileAustin Kelly has been in the financial services industry for over 20 years, holding licenses in both Colorado and Wyoming. Austin is currently registered with Raymond James Financial Services Advisors, Inc. Austin has previously worked with TRIAD ADVISORS LLC and NATIONAL PLANNING CORPORATION. Austin offers financial planning, pension consulting, and portfolio management for individuals and businesses. Austin is a member of the Board of Directors and Finance Committee for Project Self-Sufficiency.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CO
04/19/2024 - Present
Raymond James Financial Services Advisors, Inc. (Fort Collins CO)
CO
06/02/2011 - 12/19/2023
TRIAD ADVISORS LLC (Fort Collins CO)
TX
11/24/2004 - 06/03/2011
NATIONAL PLANNING CORPORATION (MIDLAND TX)
IA
Issued 11/04/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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