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Lori Melissa Talley-Kelley

CLEMSON-EPS ADVISORS, LLC·SENECA, South Carolina
Unclaimed Profile
10704 CLEMSON BOULEVARD, SENECA, SC 29678CRD# 6016247Firm CRD# 153101
01

About

Lori Melissa Talley-Kelley is a registered financial advisor based in SENECA, South Carolina, affiliated with CLEMSON-EPS ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CLEMSON-EPS ADVISORS, LLC
CRESCENT FINANCIAL ADVISORS
AUM
$160M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CLEMSON-EPS ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6016247
Firm CRD# 153101
No disclosures on file
View on FINRA BrokerCheck →

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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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Other advisors in SENECA
Stephen Francis Molyneaux — HANOVER ADVISORS, INCJan Sture Fredman — CLEMSON-EPS ADVISORS, LLCRaymond Brian Massey — IQ CAPITAL STRATEGY LLCRobby Thomas Bryant — MAGNOLIA FINANCIAL PLANNING SERVICES, INC.Jason Sidney White — MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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