Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly G. McClain has been in the financial services industry since December 25, 2004. Kelly is currently registered with LPL Financial LLC and is licensed to provide investment advice in Kentucky, Tennessee, and Texas. Kelly has a wide range of experience in the financial services industry, having worked with several firms prior to LPL Financial. Kelly is a highly experienced and knowledgeable financial advisor, providing financial advice and investment management services to a wide range of clients, including high-net-worth individuals, corporations, and retirement plans.
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
TN
11/16/2023 - Present
LPL Financial LLC (FRANKLIN TN)
KY
07/02/2008 - 11/16/2023
FIFTH THIRD SECURITIES, INC. (LOUISVILLE KY)
KY
04/18/2006 - 12/17/2007
BB&T INVESTMENT SERVICES, INC. (LOUISVILLE KY)
IL
07/06/2005 - 09/20/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
07/12/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 10/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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