WILLIAM DALE KELLY is an investment adviser representative (IAR) with state registration records since 2009, appearing at 9 firms. Currently registered with PRIME CAPITAL INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 2023-04-28 | present | Yes |
| FINANCIAL ENGINES ADVISORS L.L.C. | 2017-12-20 | 2023-05-24 | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2015-01-29 | 2017-12-05 | — |
| CETERA INVESTMENT ADVISERS LLC | 2014-01-21 | 2014-11-04 | — |
| CETERA INVESTMENT SERVICES LLC | 2013-11-29 | 2014-01-21 | — |
| BB&T INVESTMENT SERVICES, INC. | 2011-05-04 | 2013-10-18 | — |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | 2010-10-15 | 2011-02-28 | — |
| ST JOHNS WEALTH MANAGEMENT | 2010-04-07 | 2010-10-15 | — |
| BBVA COMPASS INVESTMENT SOLUTIONS, INC | 2009-08-18 | 2010-03-16 | — |