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Wendy L. Kelly

PALADINI FINANCIAL ADVISORS, LLC·ARLINGTON, Texas
Unclaimed Profile
2015 EAST LAMAR BLVD, ARLINGTON, TX 76006CRD# 5596014Firm CRD# 139884
01

About

Wendy L. Kelly is a registered financial advisor based in ARLINGTON, Texas, affiliated with PALADINI FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PALADINI FINANCIAL ADVISORS, LLC
PALADINI FINANCIAL ADVISORS, LLC
AUM
$169M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at PALADINI FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: DENTAL PRACTICE SALES REFERRAL
Regulatory
SEC/IARD CRD# 5596014
Firm CRD# 139884
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Wendy L. Kelly offer?
Wendy L. Kelly specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ARLINGTON, Texas for a consultation.
What are Wendy L. Kelly's credentials?
Wendy L. Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wendy L. Kelly located?
Wendy L. Kelly is based in ARLINGTON, Texas, working with PALADINI FINANCIAL ADVISORS, LLC. Their office serves clients in the ARLINGTON metropolitan area and surrounding communities.
How does Wendy L. Kelly charge for services?
Wendy L. Kelly's firm is compensated through percentage of aum, hourly charges, subscription fees, other: dental practice sales referral. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PALADINI FINANCIAL ADVISORS, LLC?
PALADINI FINANCIAL ADVISORS, LLC has approximately 7 employees and manages $169M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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