Lori Melissa Talley-Kelley

Current Employers

Employment History

• 04/2016 → Present
  Clemson-Eps Advisors, Llc
  Seneca, SC
• 07/2025 → Present
  Cwm, Llc
  Omaha, NE
• 07/2025 → Present
  Crescent Financial Advisors
  Seneca, SC
• 04/2016 → 07/2025
  Crescent Financial Advisors
  Seneca, SC

Previous Registrations

• 2016-04-05 → 2026-03-30
  Crescent Financial Advisors
  Seneca, SC

Other Businesses

Lori Kelley; start date 4/2016; insurance sales; 10704 Clemson Blvd Seneca SC 29678; investment related; 5 hours/month NAME OF BUSINESS: Chestnut Capital, LLC NATURE: Real Estate START: 10/02/2020 POSITION: Owner APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: General bank accounting, reconciliation, receivables, and payables NAME OF BUSINESS: Bayou Capital, LLC NATURE: Real Estate START: 05/01/2023 POSITION: Member APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Rent collection, payables, bank reconciliation NAME OF BUSINESS: Oconee County Special Needs and Disabilities Foundation NATURE: Supports individuals with disabilities START: 01/10/2022 POSITION: Board Member APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 1 DUTIES: Attend monthly meeting to review requests and vote based on quorum for payment or rejection NAME OF BUSINESS: Crescent Capital Management LLC NATURE: LLC owned by the firm partners and CHG, LLC START: 05/29/2026 POSITION: Member APPX. HRS/MONTH: 50 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 100 DUTIES: Managing Partner of the wealth management firm

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-04
• S63 Uniform Securities Agent State Law Examination
  2013-09-24

Other Names

• Lori Melissa Talley
• Lori Melissa Garrison
• Lori T Kelley