Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Kelley is an investment advisor representative at Empower Advisory Group, LLC. Louis Kelley has been in the financial services industry since 2000. Louis Kelley has an active license in 45 states and is registered as a registered representative. Louis Kelley also provides financial planning and portfolio management services to individual clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
07/18/2023 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
FL
03/17/2023 - 06/08/2023
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
03/17/2023 - 06/08/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
SC
02/05/2018 - 10/10/2022
LPL FINANCIAL LLC (FORT MILL SC)
TX
05/27/2015 - 02/05/2018
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
TX
06/12/2003 - 04/02/2015
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
IL
06/14/2001 - 04/21/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NE
04/25/2000 - 06/07/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 07/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2006
Series 24 - General Securities Principal Examination
BC
Issued 05/21/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Louis Kelley is the right advisor for you? Invested Better is here to help.
