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Lori Melissa Talley-Kelley

CLEMSON-EPS ADVISORS, LLC·SENECA, South Carolina
SIE, Series 7, Series 63, Series 65Clean record10 years registeredCLEMSON-EPS ADVISORS, LLC
10704 CLEMSON BOULEVARD, SENECA, SC 29678CRD# 6016247Firm CRD# 153101

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lori Melissa Talley-Kelley · SENECA, SC
Registration
CRD #6016247 · CLEMSON-EPS ADVISORS, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

CWM, LLC
Jul 2025 – present
CRESCENT FINANCIAL ADVISORS
Apr 2016 – Mar 2026
SENECA, SC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · April 5, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CLEMSON-EPS ADVISORS, LLC
CRD 153101 · SEC 801-114128
AUM
$160M
Regulatory assets under management
Employees
3
751 client accounts
Services offered by CLEMSON-EPS ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CLEMSON-EPS ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Lori Melissa Talley-Kelley offer?
Lori Melissa Talley-Kelley specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SENECA, South Carolina for a consultation.
What are Lori Melissa Talley-Kelley's credentials?
Lori Melissa Talley-Kelley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lori Melissa Talley-Kelley located?
Lori Melissa Talley-Kelley is based in SENECA, South Carolina, working with CLEMSON-EPS ADVISORS, LLC. Their office serves clients in the SENECA metropolitan area and surrounding communities.
How does Lori Melissa Talley-Kelley charge for services?
Lori Melissa Talley-Kelley's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLEMSON-EPS ADVISORS, LLC?
CLEMSON-EPS ADVISORS, LLC has approximately 3 employees and manages $160M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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SENECA, SC

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Research
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