Paul Dewayne Kelley

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 04/2001 → 08/2017
  Pk Sales, Inc
  Garland, TX
• 12/2005 → 02/2019
  Allstate Insurance Co
  Greenville, TX
• 06/2010 → Present
  Friendly Insurance Agency, Inc.
  Greenville, TX
• 03/2019 → 08/2021
  Fortune Financial Services Inc
  Monaca, PA
• 08/2021 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2021 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2005-06-06 → 2005-06-23
  Banc One Securities Corporation
  Garland, TX
• 2005-02-24 → 2005-06-07
  Chase Investment Services Corp.
  Dallas, TX
• 2003-01-27 → 2005-02-24
  Ameriprise Financial Services, Llc
  Richardson, TX

Other Businesses

1) PAUL KELLEY, 4827 WHITE ROCK ROAD, LONE OAK, TX, 02/2003, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 1 HR/MO, 0 HR/MO TRADING. 2) FRIENDLY FINANCIAL, 4827 WHITE ROCK ROAD, LONE OAK, TX, 03/2019, PRESIDENT, NIR, 2 HR/MO, 1 HR/MO TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 09/2021, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING. 4) NETTWORTH FINANCIAL GROUP, 4827 WHITE ROCK ROAD LONE OAK TX 75453, SECURITIES DBA, INV REL, 0 HR/MO 0 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-20
• S66 Uniform Combined State Law Examination
  2002-12-31

Other Names

• Paul Dewayne Kelley
• Paul Kelley