Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
29 years
Location
Atmore, AL 36502
Raymond James Financial
Institution
Kelly Daniels is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. Prior to joining Raymond James in 2019, Daniels worked for Edward Jones for 20 years. He also owns Daniels Financial LLC, a financial advisory support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers non-discretionary planning tailored to client goals, utilizing advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees for planning services offered.
Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.
Hourly fees for planning and/or investment consultation services generally up to $400 per hour.
Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.
Atmore, AL
1009 E Church St
Atmore AL 36502
Advisors at this office
1
Alabama · Texas
29 years of industry experience
Daniels Financial LLC
2019 - Present • 7 years
Attmore, AL
Raymond James Financial Services Advisors, INC.
2019 - Present • 7 years
Atmore, AL
Raymond james Financial Services, Inc.
2019 - Present • 7 years
Atmore, AL
Edward Jones
1999 - 2019 • 20 years
Daingerfield, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65, Series 63, Series 66
Atmore, AL
MissionSquare Retirement
Alcira Christina is a financial advisor at MissionSquare Retirement with 23 years of industry experience. She holds Series 65, Series 63, and Series 66 licenses. Prior to joining MissionSquare in 2023, she worked at TD Ameritrade, Cetera Investment Services, Regions Bank, and Lincoln Investment, and spent time as a caregiver for elderly family members. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.
Series 63, Series 66
Atmore, AL
Edward Jones
Keith Castleberry is a financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2012 and holds Series 63 and Series 66 licenses. Outside of his advisory role, Castleberry has served as a past president of the Atmore Rotary Club and holds an inactive real estate broker license in Alabama. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.
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