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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelcy? Claim Your ProfileKelcy Leigh Wilcox is a financial advisor with LPL Financial LLC. Kelcy has been in the industry since December 2014 and has experience with Transamerica Financial Advisors, Inc. Kelcy is registered with the state of Colorado as both a broker and an investment advisor. Kelcy Wilcox is also registered with the state of Nevada as a broker. In addition to her state registrations, Kelcy is registered with FINRA as a general securities representative. Kelcy offers a variety of financial services, including investment advice, financial planning, and portfolio management.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NV
03/01/2023 - Present
LPL Financial LLC (LAS VEGAS NV)
CO
12/02/2014 - 03/03/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (GREENWOOD VILLAGE CO)
IA
Issued 12/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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