Tiffany
Kelly

Benjamin F. Edwards & Company, Inc

CRD#5016208
Investment Advisor
in O Fallon, IL

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About this Advisor

Tiffany Kelly is a financial advisor based out of O Fallon, Illinois who has 1 year of industry experience. Kelly works at Benjamin F. Edwards & Company, Inc. Over the course of their career, Kelly has held roles at Benjamin F Edwards, Wells Fargo Advisors Financial Network, LLC and Wells Fargo Advisors, LLC. Kelly has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Illinois. Benjamin F. Edwards & Company, Inc is a registered investment firm that has its headquarters in Saint Louis, MO. The investment advisory business has offices in 87 locations and a total of 702 employees. It oversees $11 billion in assets between its 42,128 accounts, making it one of the largest firms in the country by assets under management. The firm advises 87 charities and foundations. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management largely are based on the services. However, fees charged by Benjamin F. Edwards & Company, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

475 Regency Park Suite 100
O Fallon, IL 62269

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Benjamin F. Edwards & Company, Inc Brokerage Details

Total Assets Under Management

$11,262,450,812

IL Average: $11,469,110,461
Total Number of Employees

702

IL Average: 458
Total Number of Accounts

42,128

IL Average: 33,415
Average Account Size

$267,339

IL Average: $343,232

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

Tiffany Kelly Work History

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

2022 - Present (2 years)

Benjamin F Edwards

2015 - 2022 (7 years)

Wells Fargo Advisors Financial Network, LLC

2013 - 2015 (2 years)

Wells Fargo Advisors, LLC

2012 - 2013 (1 year)

Wells Fargo Advisors Financial Network, 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 Tiffany 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 Benjamin F. Edwards & Company, Inc

Joshua Hayes
Hudson, CO
Steven Potter
Saint Louis, MO
Steven Phillips
Saint Louis, MO
Laurie Dickson
Saint Louis, MO
Dennis Anderson
Saint Louis, MO
James Dombrowski
Saint Louis, MO
Scott Critchfield
Saint Louis, MO
Brian Randall
Saint Louis, MO

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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