Amber
Kelly
Global Wealth Management Investment Advisory, Inc
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About this Advisor
Amber Kelly is a financial advisor based in Fort Lauderdale, Florida, working with Global Wealth Management Investment Advisory, Inc. Amber has previously held positions at Global Financial Private Capital, LLC, Global Wealth Retirement Planning LLC, Global Wealth Management Investment Advisory, Inc, and Madison Avenue Securities, LLC. Amber has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Amber is part of Global Wealth Management Investment Advisory, Inc, which operates out of Fort Lauderdale, Florida. The firm has 2 offices and 20 employees. The firm manages assets totaling $422.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Global Wealth Management Investment Advisory, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Global Wealth Management Investment Advisory, Inc Brokerage Details
$422,042,783
20
3,051
$138,329
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Amber Kelly Work History
Global Wealth Management Investment Advisory, Inc
Global Wealth Retirement Planning LLC
Madison Avenue Securities, LLC
Global Financial Private Capital, LLC
Global Financial Private Capital, LLC
Disclosures
Please visit the SEC profile of Amber Kelly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Global Wealth Management Investment Advisory, Inc
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
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