Kelley Lynn Obrien
Investment adviser representative at Beacon Pointe Advisors, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$54.9BFirm assets
Are you Kelley Lynn Obrien? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Beacon Pointe Advisors, LLCApr 2026 to now
- Beacon Pointe Advisors, LLCFeb 2023 to Mar 2026
- Grant Thornton LLPSep 2021 to Feb 2023
- Drexel UniversityMay 2018 to Aug 2021
- Pricewaterhouse Coopers LLPJun 2011 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
Beacon Pointe Advisors, LLC
$54.9BAssets managed
29,929Clients
470Advisers
24 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
- 5670383
- Firm CRD
- 119290