Amy Beth Kelly
Investment adviser representative at LPL Enterprise, LLC
28 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$24.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
28 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- Prudential Insurance Company of AmericaOct 2020 to now
- Kelly Financial LLCMay 2019 to now
- My Bookworm BoxAug 2018 to now
- Pruco Securities, LLC.Aug 2020 to Nov 2024
- Budros, Ruhlin & Roe, Inc.Oct 1998 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (OH).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2923596
- Firm CRD
- 8733