Lori
Talley-Kelley
Crescent Financial Advisors
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About this Advisor
Lori Talley-Kelley is a financial advisor based in Seneca, South Carolina, working with Crescent Financial Advisors. Lori has previously held positions at Voya Financial Advisors Inc, formerly known as Ing Financial Ptr, and Clemson-Eps Advisors, LLC. Lori has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in South Carolina. Currently, Lori is part of Crescent Financial Advisors, which operates out of Seneca, South Carolina. The firm has 1 office and 2 employees. The firm manages assets totaling $159.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Crescent Financial Advisors includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Crescent Financial Advisors Brokerage Details
$159,672,093
2
751
$212,613
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Lori Talley-Kelley Work History
Clemson-Eps Advisors, LLC
Voya Financial Advisors Inc, Formerly Known As Ing Financial Ptr
Disclosures
Please visit the SEC profile of Lori Talley-Kelley 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 Crescent Financial Advisors
Seneca, SC
Seneca, SC
The content in this profile was updated by SmartAsset on 6/19/2024. 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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