Unclaimed Profile

Leslie Jeanne Kelly

AMERICAN FINANCIAL ADVISORS INC·WINTER PARK, Florida

SIE, Series 6, Series 7, Series 22, Series 24, Series 63, Series 65CFPClean record30 years registeredAMERICAN FINANCIAL ADVISORS INC

1936 LEE ROAD, WINTER PARK, FL 32789CRD# 1014305Firm CRD# 108530

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Leslie Jeanne Kelly · WINTER PARK, FL

Registration

CRD #1014305 · AMERICAN FINANCIAL ADVISORS INC · 30 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AMERICAN FINANCIAL ADVISORS INC

FOOTHILL SECURITIES, INC.

Jul 2009 – Mar 2013

ORLANDO, FL

ING FINANCIAL PARTNERS, INC

Jun 2007 – Jun 2009

ORLANDO, FL

AMERICAN FINANCIAL ADVISORS INC

Aug 1995 – Dec 2024

WINTER PARK, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 63

Series 65

Registration record

First registered · August 29, 1995

Years registered · 30

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMERICAN FINANCIAL ADVISORS INC

CRD 108530 · SEC 801-56857

AUM

$887M

Regulatory assets under management

Employees

1,751 client accounts

Services offered by AMERICAN FINANCIAL ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at AMERICAN FINANCIAL ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Leslie Jeanne Kelly offer?

Leslie Jeanne Kelly specializes in Financial Planning, Investment Management.

What are Leslie Jeanne Kelly's credentials?

Leslie Jeanne Kelly holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Leslie Jeanne Kelly located?

Leslie Jeanne Kelly is based in WINTER PARK, Florida, last registered with AMERICAN FINANCIAL ADVISORS INC.

How does Leslie Jeanne Kelly charge for services?

Leslie Jeanne Kelly's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMERICAN FINANCIAL ADVISORS INC?

AMERICAN FINANCIAL ADVISORS INC has approximately 9 employees and manages $887M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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