Wendy
Kelly
Paladini Financial Advisors, LLC
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About this Advisor
Wendy Kelly is a financial advisor working in Arlington, Texas with 15 years of relevant experience. Kelly works at Paladini Financial Advisors, LLC. During their career, Kelly has held roles at Paladini Financial Management, Inc and Paladini Financial Advisors, LLC. Kelly maintains a Series 65 license, certifying them as an investment advisor representative, and can operate in Florida, Georgia, Louisiana, Nebraska, New Hampshire, North Carolina, Oklahoma, South Carolina, Texas and Washington. Paladini Financial Advisors, LLC is a registered investment business operating out of Arlington, TX. It handles $155 million in assets between its 585 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm provides financial advice to two charitable organizations. Of its 585 client accounts, 71% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial advisory fee schedules typically are based on which services the firm provides the client. Fee types billed by Paladini Financial Advisors, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Paladini Financial Advisors, LLC Brokerage Details
$154,652,714
6
585
$264,364
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Wendy Kelly Work History
Wendy has been registered as a financial advisor for 15 years.*
Paladini Financial Advisors, LLC
Paladini Financial Management, Inc
*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 Wendy 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 Paladini Financial Advisors, LLC
Arlington, TX
Arlington, TX
Arlington, TX
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