Kelly Marie Shelton
Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 yearsExperience
2 statesRegistered in
$390BFirm assets
17 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 feeCommissionsOther
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
13 years in the industry.
- Raymond James Financial Services Advisors, IncMay 2024 to now
- All Seasons WealthNov 2023 to now
- Raymond James Financial Services, Inc.Nov 2023 to now
- TradesmithJan 2022 to Nov 2023
- Fidelity Brokerage ServicesJun 2021 to Dec 2021
- Two Sticks BakeryFeb 2019 to May 2021
- Indiana UniversityAug 2018 to May 2021
- Youche Country ClubJun 2018 to Aug 2018
- Indiana University NorthwestApr 2018 to Aug 2018
- Copper MoonJan 2018 to Mar 2018
- Indiana University-purdue University IndianapolisAug 2017 to May 2018
- Lake Central High SchoolAug 2013 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7401504
- Firm CRD
- 149018