Kelly Powell Taylor
Professional Summary
Kelly Powell Taylor, who also goes by Kelly Jean Powell, is a registered financial advisor currently at FINANCIAL SECURITY ADVISORY INC located in Virginia Beach, Virginia and FINANCIAL SECURITY MANAGEMENT, INCORPORATED located in Virginia Beach, Virginia. Kelly is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Kelly has worked at 2 firms and has passed the Series 63, Series 65, Series 6TO, SIE and...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kelly Jean Powell
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Contact Information
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Disclosures on record.
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Years of Experience
4 years in the financial services industry
Current & Past Employments
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Current Firm
FINANCIAL SECURITY ADVISORY INC
Contact Information
Main Address
477 Viking Drive Suite 305, Virginia Beach, VA 23452Phone Number
(757) 431-1414# of Employees
37SEC notice filing (26 States and Territories)
Registered to provide investment advisory services in 26 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
3,393AUM (Assets Under Management)
$1,946,076,910Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
FINANCIAL SECURITY ADVISORY INC
State Registrations and Notice Filings
(1/13/2026)
(6/29/2023)
(10/4/2023)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 2022About the Series 6TO examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Oct 2023About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Kelly Powell Taylor's CRS (Customer Relationship Summary).
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