Kelly
Lee

Lpl Financial LLC

CRD#4828395
Investment Advisor
in Gainesville, GA

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About this Advisor

Kelly Lee is a certified financial planner who works out of Gainesville, Georgia with 1 year of relevant experience. Lee is an advisor for Lpl Financial LLC. Throughout their career, Lee has worked at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Lpl Financial, LLC and Ifg Advisory, LLC. Lee maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Georgia. Lpl Financial LLC is a company that has its headquarters in Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 people on staff. It has $368 billion in total assets among its 1,688,501 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 accounts, 31% are associated with high-net-worth investors who have greater than $1 million in assets. The company offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors are based on which services are offered. However, fee types charged by Lpl Financial LLC can include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

605 Green Street
Gainesville, GA 30501

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

GA Average: $646,059,043
Total Number of Employees

31,366

GA Average: 13
Total Number of Accounts

1,688,501

GA Average: 661
Average Account Size

$217,956

GA Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Kelly Lee Work History

Kelly has been registered as a financial advisor for 1 years.*

2017 - Present (7 years)

Lpl Financial, LLC

2017 - Present (7 years)

Ifg Advisory, LLC

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kelly Lee 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 Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Joseph Praino
Purchase, NY
Daniel Gielow
Festus, MO
Bridget Platania
Arlington Heights, IL
Eric Shore
Danville, IL
Aaron Belgard
Guntersville, AL
Jon Mcknight
Dyersburg, TN
Karen Soule
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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