Edward L Kelley

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 04/2015 → 09/2018
  Lincoln Financial Advisors Corporation
  Ligonier, PA
• 09/2018 → Present
  Prudential Insurance Company Of America
  Ligonier, PA
• 09/2018 → 11/2024
  Pruco Securities, Llc.
  Logonier, PA
• 11/2024 → Present
  Lpl Enterprise, Llc
  Ligonier, PA

Previous Registrations

• 2018-09-19 → 2024-11-14
  Pruco Securities, Llc.
  Ligonier, PA
  Canonsburg, PA
  Ligonier, PA
  Ligonier, PA
  Erie, PA
  Titusville, PA
  Warrington, PA
• 2015-04-09 → 2018-09-12
  Osaic Fa, Inc.
  Greensburg, PA
  Ligonier, PA
• 2011-11-18 → 2013-10-10
  Nationwide Securities, Llc
  Lower Burrell, PA
• 2005-12-21 → 2011-11-02
  Pnc Wealth Management Llc
  Tarentum, PA
  Verona, PA
  Pittsburgh, PA
  Oakmont, PA
  Pittsburgh, PA
• 2005-03-02 → 2005-11-14
  Natcity Investments, Inc.
  Pittsburgh, PA
• 2004-10-20 → 2005-02-08
  Banc Of America Investment Services, Inc.
  Rochester, NY
• 2003-07-10 → 2004-10-20
  Quick & Reilly, Inc.
  Rochester, NY

Other Businesses

1) 10/01/2024- Neishloss & Fleming, LLC- Non-Variable Insurance- Medicare Sales- INV Related- At Ligonier, PA- Start date 10/18/2023-5 HRS MTH- 5 HRS During Trading

Exams

• S66 Uniform Combined State Law Examination
  2002-01-28
• S63 Uniform Securities Agent State Law Examination
  2000-03-10

Other Names

• Edward Lee Kelley
• Edward Lee Kelley
• Edward Lee Kelley