Claim Profile
Unclaimed Profile
DK

Dugan Patrick Kelley

WAY MAKER ADVISORS, LLC·PROSPER, Texas
WAY MAKER ADVISORS, LLC
603 BROADWAY ST, PROSPER, TX 75078CRD# 7361568Firm CRD# 326700

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dugan Patrick Kelley · PROSPER, TX
Registration
CRD #7361568 · WAY MAKER ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Disclosure history pending
01

About

Dugan Patrick Kelley is a registered financial advisor based in PROSPER, Texas, affiliated with WAY MAKER ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

Speak with Dugan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Dugan is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
WAY MAKER ADVISORS, LLC
WAY MAKER ADVISORS, LLC
AUM
Regulatory assets under management
Employees
Total firm employees
04

Background

Compensation

Compensation details will be added during enrichment.

Regulatory
SEC/IARD CRD# 7361568
Firm CRD# 326700
View on FINRA BrokerCheck →

Looking for a financial advisor in PROSPER?

Browse all registered financial advisors in PROSPER, Texas or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Dugan Patrick Kelley offer?
Dugan Patrick Kelley is a registered financial advisor in PROSPER, Texas. Contact their office for details on services offered.
What are Dugan Patrick Kelley's credentials?
Dugan Patrick Kelley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dugan Patrick Kelley located?
Dugan Patrick Kelley is based in PROSPER, Texas, working with WAY MAKER ADVISORS, LLC. Their office serves clients in the PROSPER metropolitan area and surrounding communities.
How large is WAY MAKER ADVISORS, LLC?
WAY MAKER ADVISORS, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →