Kelly Allen Angell
Investment adviser representative at LPL Financial LLC
10 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
10 years in the industry.
- LPL Financial LLCMay 2025 to now
- Cuso Financial Services, LPMar 2024 to May 2025
- Security Service Invesment GroupAug 2022 to Mar 2024
- Security Service CuNov 2020 to Mar 2024
- Raymond James Financial Services Advisors, Inc.Apr 2019 to Oct 2023
- Raymond James Financial Services, Inc.Apr 2019 to Oct 2023
- Morgan StanleyJan 2018 to Feb 2018
- Wells Fargo Advisors LLCJun 2016 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6115460
- Firm CRD
- 6413