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Daren Wayne Kelley

Avantax Advisory Services

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About Daren Wayne Kelley

Daren Kelley is an active investment advisor representative and registered representative with Avantax Advisory Services in Bangor, Maine. Daren has been in the industry since August 2009, and is registered with the states of Florida and Maine. Daren holds Series 6, 63 and 65 licenses as well as the Securities Industry Essentials Examination. Daren Kelley also owns and operates Kelley Tax & Financial, which prepares individual and business tax returns.

Firm Information

Daren Kelley is currently registered with Avantax Advisory Services. Avantax Advisory Services is a registered investment advisor based in Dallas, Texas. They offer a wide range of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Avantax has over 2,400 investment advisor representatives and manages over $41 billion in assets for clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. They also offer wrap fee program participation and other services.
Avantax Advisory Services

3200 OLYMPUS BLVD

DALLAS, TX 75019

$41.70B

Assets Under Management

1,243

Total Clients

2,215

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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solicitor referral services to third-party investment managers; participant enrollment meetings

Solicitor referral services to third-party investment managers; participant enrollment meetings

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees

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Daren Kelley’s Registration & Firm History

ME

01/15/2015 - Present

Avantax Advisory Services (Bangor ME)

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Licenses & Designations

IA

Issued 12/15/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/27/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daren Wayne Kelley.
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