Darci Ann Kelley

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 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

• 02/1998 → 07/2021
  Darci Kelley/Self Employed
  Apple Valley, CA
• 05/1999 → 07/2021
  Waddell & Reed, Inc.
  Tustin, CA
• 07/1999 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies,Inc
  Aliso Viejo, CA
• 07/2019 → 07/2021
  Darci Kelley Inc
  Tustin, CA
• 07/2021 → Present
  Lpl Financial Llc
  Tustin, CA

Previous Registrations

• 1999-09-29 → 2021-07-21
  Waddell & Reed
  Costa Mesa, CA
  San Diego, CA
  Irvine, CA
  Las Vegas, NV
  Tustin, CA

Other Businesses

1) 5/2019 - Business Entity For Tax/Investment Purposes Only - Darci Kelley Incorporated - Not Investment Related - 40 hr/mon - Tustin, CA 92780 2) 7/2021 - Non-Variable Insurance - Kelley Family Financial - Investment Related - Tustin, CA 92780 3) 7/2021 - DBA for LPL Business (entity for LPL business) - Kelley Family Financial - Investment Related - Tustin, CA 92780

Exams

• S66 Uniform Combined State Law Examination
  1999-08-18

Other Names

• Darci Larsen
• Darci Kelley