Kelly L. Adams

EASLEY INVESTMENT CONSULTANTS

Flowood, MS 39232

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CRD#: 5526756

Professional summary

Kelly Lee Adams, CFP® is a registered financial advisor currently at EASLEY INVESTMENT CONSULTANTS, INC. located in Flowood, Mississippi.

Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Kelly has worked at 3 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) ST PHILLIPS EPISCOPAL CHURCH, INV RELATED, JACKSON, MS, TREASURER, START: 2/1/2018, 10 HOURS PER MONTH/0 DURING TRADING, DUTIES: COMPILE & PRESENT BUDGETS. (2) JACKSON YACHT CLUB, NOT INVESTMENT RELATED, JACKSON, MS, TREASURER, START: 1/1/2024, 10 HOURS PER MONTH/0 DURING TRADING, DUTIES: COMPILE & PRESENT BUDGETS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Lee Adams's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

April 1, 2020 - Present

EASLEY INVESTMENT CONSULTANTS, INC.

Office #1: 420 Liberty Park Court Suite A, Flowood, MS 39232

RIA

CRD#: 307258

Flowood, MS

Past

March 22, 2016 - March 30, 2020

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

FLOWOOD, MS

Past

March 21, 2016 - March 30, 2020

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

FLOWOOD, MS

Past

May 1, 2009 - March 30, 2016

WEALTHVIEW CAPITAL, LLC

RIA

CRD#: 149476

JACKSON, MS

Past

October 6, 2008 - May 20, 2009

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

JACKSON, MS

Past

September 5, 2008 - May 20, 2009

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

JACKSON, MS

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EASLEY INVESTMENT CONSULTANTS, INC.

CRD#: 307258 / SEC#: 801-118212

RIA

Registered Investment Advisory firm - (3/13/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Mississippi
(4/1/2020)

IAR

Texas
(4/15/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/12/2016

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/3/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/21/2016

General Securities Representative Examination

Current Firm

EASLEY INVESTMENT CONSULTANTS, INC.

CRD#: 307258 / SEC#: 801-118212

RIA

Registered Investment Advisory firm - (3/13/2020 Approved)

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Contact information

Main Address

420 Liberty Park Court Suite A, Flowood, MS 39232

Mailing Address

Phone number

(601) 992-4101

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (3/18/2025)

WRAP FEE BROCHURE (3/18/2025)

Regulatory assets under management

Total Number of Accounts	816
AUM (Assets Under Management)	$ 198,293,849

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Kelly L. Adams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Lee Adams's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WEALTHVIEW CAPITAL, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Primary Firm SEC Registration

EASLEY INVESTMENT CONSULTANTS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 4/12/2016

Series 66

Date: 10/3/2008

SIE

Date: 10/1/2018

Series 7

Date: 3/21/2016

Current Firm

EASLEY INVESTMENT CONSULTANTS, INC.

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EASLEY INVESTMENT CONSULTANTS, INC.

TRUST BUT VERIFY

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