Kelly Lee Adams
Investment adviser representative at Easley Investment Consultants, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$223.8MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Easley Investment Consultants, Inc.Mar 2020 to now
- Wells Fargo Advisors Financial Network, LLCMar 2016 to Apr 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 2 states (MS, TX).
Easley Investment Consultants, Inc.
$223.8MAssets managed
357Clients
2Advisers
6 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
- 5526756
- Firm CRD
- 307258