Advisor at Raymond James Financial
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.
Location
Atmore, AL 36502
Credentials
Series 63, Series 65
Industry experience
29 years
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 spent 20 years at Edward Jones. Daniels also owns Daniels Financial LLC, a support company related to financial advising. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a notable emphasis on advisory services that support client decision-making rather than delegated management.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
1009 E Church St
Atmore, AL 36502
Alabama · Texas
Daniels Financial LLC
2019 - Present (7 years)
Raymond James Financial Services Advisors, INC.
2019 - Present (7 years)
Raymond james Financial Services, Inc.
2019 - Present (7 years)
Edward Jones
1999 - 2019 (20 years)
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 63, Series 65, Series 66
Atmore, AL
Missionsquare Retirement
Alcira Christina is a financial advisor with MissionSquare Retirement, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. Her career includes roles at TD Ameritrade, Cetera Investment Services, Regions Bank, and Lincoln Investment. Between 2015 and 2023, she also served as a caregiver to her elderly parents. MissionSquare Retirement serves state and local government employers and employees 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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