Lilburn E. Kelley
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Lilburn Earl Kelley was a registered financial professional .
Lilburn is a previously registered financial professional and started their career in finance in 1993. Lilburn had worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 25, 2012 - May 2, 2013
USAA FINANCIAL PLANNING SERVICES
September 10, 2007 - May 2, 2013
USAA FINANCIAL ADVISORS, INC.
April 13, 2007 - June 11, 2012
USAA INVESTMENT SERVICES COMPANY
May 14, 1998 - December 31, 2007
USAA INVESTMENT SERVICES COMPANY
January 4, 1997 - December 31, 1997
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
July 2, 1994 - January 1, 1997
SECURIAN FINANCIAL SERVICES, INC.
April 8, 1993 - May 16, 1994
LUTHERAN BROTHERHOOD SECURITIES CORP.
January 19, 1993 - March 10, 1993
THRIVENT INVESTMENT MANAGEMENT INC.
State Registrations and Notice Filings
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Exams
Current Firm
USAA FINANCIAL PLANNING SERVICES
CRD#: 106352 / SEC#: 801-53347
Contact information
Red Flags
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