Kelcie Lyn Daniels

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

• 06/2012 → Present
  Douglas J Towery
  Peachtree City, GA
• 09/2012 → 07/2021
  Woodbury Financial Services, Inc.
  Peachtree City, GA
• 07/2021 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 07/2021 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2013-09-17 → 2021-08-04
  Woodbury Financial Services, Inc.
  Peachtree City, GA
  Murfreesboro, TN
  Brentwood, TN
  Murfreesboro, TN
  College Grove, TN
  Murfreesboro, TN

Other Businesses

1) ON TRACK FINANCIAL / 600 A Fatherland street, Nashville TN 37206 / 12/01/2016 / INV REL / OWNER / 160 HR/MO - 30 HR/MO TRADING 2) INSURANCE VIA ON TRACK FINANCIAL / Nashville TN 37206 / 12/01/2016 / INV REL / INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES / 10 HR/MO - 10 HR/MO TRADING 3) REAL ESTATE / Murfreesboro TN 37218 / 12/11/2019 / NIR / RENTAL PROPERTY / 5 HR/MO - 5 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2012-12-19

Other Names

• Kelcie Lyn Daniels
• Kelcie Lyn Davis