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Kelly Daniel Finger

Advisor at First Citizens Asset Management, Inc — Carnesville, GA

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

21 years

Location

Carnesville, GA 30521

First Citizens Asset Management, Inc logo

First Citizens Asset Management, Inc

Multi-team

Total advisors

75

Across 30 offices

Clients per advisor

17 Very Low

Avg AUM per client

$307,502 Low

HNW client ratio

5% Very Low

About

Kelly Finger is a CFP® professional with 21 years of industry experience, currently serving at First Citizens Asset Management, Inc. since 2010 and First Citizens Investor Services, Inc. since 2016. She holds Series 63 and Series 65 licenses. First Citizens Asset Management, Inc. provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform of 33 advisors, offering global, multi-asset model portfolios across various implementation frameworks.

Client services

Based on First Citizens Asset Management, Inc

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Adviser to municipalities

Expertise

Based on First Citizens Asset Management, Inc

Income planning Passive / index investing Active portfolio management

Occupation focus

Based on First Citizens Asset Management, Inc

Retired

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Fee options

Percentage

$50,000 - $100,000: 2.00% $100,001 - $200,000: 1.75% $200,001 - $500,000: 1.25% $500,001+: 1.00% $100,000 - $249,999: 2.75% equity & balanced; 1.85% fixed income $250,000 - $499,999: 2.75% equity & balanced; 1.80% fixed income $500,000 - $999,999: 2.00% equity & balanced; 1.50% fixed income $1,000,000 - $1,999,999: 2.00% equity & balanced; 1.25% fixed income $2,000,000 - $4,999,999: 1.50% equity & balanced; 1.00% fixed income $5,000,000+: 1.00% equity & balanced; 0.85% fixed income

Other

Account minimum: $50,000 Fee-only: Sub-Advisory fees generally range from 0.04% to 0.50% of assets under management, negotiable

Location

See office

Carnesville, GA

9654 Lavonia Road

Carnesville GA 30521

Advisors at this office

1

Most active in

Georgia

Work history

21 years of industry experience

First Citizens Investor Services, Inc.

2016 - Present • 10 years

Carnesville, GA

First Citizens Asset Management

2010 - Present • 16 years

Columbia, SC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Russell B

Series 63, Series 66

Lavonia, GA

Creative Financial Designs, Inc.

Russell Beasley is a financial advisor with Creative Financial Designs, Inc. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has worked at Creative Financial Designs since 2017 and at CFD Investments since 2016. Outside of his advisory role, he is a math teacher at Foothills Charter School. Creative Financial Designs serves individual, corporate, and institutional clients with a range of investment management and financial planning services. The firm employs asset-class model allocations across multiple risk levels, offers Biblically Responsible Investing strategies, and provides flexible billing options including subscription and retainer plans.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Rodney N

Series 63, Series 65

Bowersville, GA

Oppenheimer

Rodney Nock is a financial advisor at Oppenheimer with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment vehicles to meet client objectives.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
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Kelsey M

Series 66

Commerce, GA

Edward Jones

Kelsey Mc Knight is a financial advisor at Edward Jones in Commerce, GA, holding a Series 66 designation with three years of industry experience. Kelsey has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets under management and operates through a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Mark M

Series 63, Series 66

Commerce, GA

Edward Jones

Mark Mc Cannon is a financial advisor with Edward Jones in Commerce, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Lacy H

Series 66

Commerce, GA

LPL Financial

Lacy Hastie is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. She has worked at LPL Financial since 2018 and previously held positions at Invest Financial Corp. and United Community Banks, Inc. Hastie is also involved with United Community Advisors in an investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, combining discretionary and non-discretionary management with access to research, model portfolios, and a variety of alternative and strategic investment solutions.

College savings (529s, UTMA, etc.)

Donavan L

Series 66

Lavonia, GA

Edward Jones

Donavan Layton is a financial advisor with Edward Jones in Lavonia, GA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he manages Layton Holdings LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Founder/Business Owner
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