Kelcy
Wilcox
Lpl Financial LLC
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About this Advisor
Kelcy Wilcox is a financial advisor based in Aurora, Colorado. Wilcox is currently employed by Lpl Financial LLC. The advisor has gained experience at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Baroness Wines, Lynco Electric Company, Inc, Ump 88 Bar Amp; Grill, Keauhou Bird Conservation Center, Finn Mccools Bar & Grill, Vivax Pros, Assistant To Tfa Registered Rep Michael Delmonico, Special K Financial Inc and Lpl Financial. Wilcox holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Colorado and Texas. Lpl Financial LLC is a registered investment firm that has its headquarters in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 people on staff. It handles $368 billion in assets under management between its 1,688,501 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% are associated with high-net-worth individuals who have at least $1 million in assets. The advisory firm offers a number 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 for financial advice typically are based on which service is offered. However, fees charged by Lpl Financial LLC can include some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
Kelcy Wilcox Work History
Kelcy has been registered as a financial advisor for 0 years.*
Lpl Financial
Special K Financial Inc
Finn Mccools Bar & Grill
Vivax Pros
Assistant To Tfa Registered Rep Michael Delmonico
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Baroness Wines
Lynco Electric Company, Inc
Ump 88 Bar Amp; Grill
Keauhou Bird Conservation Center
*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 Kelcy Wilcox 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
Fort Mill, SC
Miami, FL
Pittsburgh, PA
Fort Madison, IA
Kingston, NY
Dallas, TX
Crystal Lake, IL
Hanover, PA
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.
