Kelley Mellar Selph

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2003 → 11/2023
  Edward Jones
  St. Louis, MO
• 12/2023 → 05/2025
  Prospera Financial Services, Inc.
  Dallas, TX
• 05/2025 → Present
  Lpl Financial, Llc
  Salisbury, MD

Previous Registrations

• 2023-12-07 → 2025-05-20
  Prospera Financial Services, Inc.
  Salisbury, MD
• 2007-03-20 → 2023-12-18
  Edward Jones
  Salisbury, MD
• 2001-01-30 → 2003-06-18
  Morgan Stanley Dw Inc.
  Salisbury, MD

Other Businesses

1. 05/19/2025 - Blue Coast Wealth Partners, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - Salisbury, MD 21804 -Start Date: 05/16/2025 - 160 Hrs/Mth - 8 Hrs During Trading - Time Spent: 100. 2.05/19/2025 - Kelley Selph - Non-Variable Insurance - Investment Related - Salisbury, MD 21804 - Start Date: 05/16/2025 - 8 Hrs/Mth - 2 Hrs During Trading - Time Spent: 5 3) 08/01/2025 - Investment Related - Real Estate Rental - At Reported Business Location(s) - Start Date:08/15/2025 - 5 Hrs/Mth - 0 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-04-04
• S63 Uniform Securities Agent State Law Examination
  1999-12-20

Designations

• Certified Financial Planner
• Chartered Financial Consultant