Kelli Marie Popp

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2009 → 01/2017
  Raymond James & Associates
  Carmel, IN
• 02/2017 → Present
  Raymond James Financial Services, Inc.
  Carmel, IN
• 02/2017 → Present
  Executive Financial Planning Group Inc
  Carmel, IN
• 02/2017 → Present
  Raymond James Financial Services Advisors Inc.
  Carmel, IN

Previous Registrations

• 2009-07-31 → 2017-02-01
  Raymond James & Associates, Inc.
  Carmel, IN
• 2004-05-21 → 2009-05-11
  J.J.B. Hilliard, W.L. Lyons, Llc
  Terre Haute, IN
  Lafayette, IN
  Fort Wayne, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
• 2001-06-28 → 2004-05-21
  A. G. Edwards & Sons, Inc.
  Terre Haute, IN

Other Businesses

(1)Name of Business: Executive Financial Planning Group Inc Address: 3515 E 96th St, Indianapolis, IN, 46240, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: document processing (2)Name of Business: Poppsicles Address: 4816 Andover Parkway, Westfield, IN, 46062, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 11/20/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: knit hats and scarves and post on Facebook page. ship based on web orders. I no longer use the Etsy shop.

Exams

• S66 Uniform Combined State Law Examination
  2001-06-12

Other Names

• Kelli Marie King
• Kelli M Popp
• Kelli Frederick
• Kelli Marie Frederick