
W. Kelly Long, AAMS® | AWMA®
After having a fulfilling career with GE Aircraft Engines, Kelly had a desire to help others. In September 2001, he joined Edward Jones Investments to launch his mission in achieving the role as Financial Advisor. Of course, with Kelly’s ambition to always improve, becoming an Independent Financial Advisor was his next aspiration. This led him to LPL Financial.
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Kelly received his Associate of Applied Science from Cape Fear Community College in 1989, and his Bachelor of Science from the University of North Carolina at Charlotte in 1992. He earned the honor of holding the Accredited Asset Management Specialist Advisor (AAMS®) certification in 2006 and the Accredited Wealth Management Advisor (AWMA®) certification in 2011. Kelly has Series 7, Series 63, and Series 66 registrations with LPL Financial.
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Growing up on a tobacco farm in Eastern North Carolina nurtured Kelly to develop a diligent outlook, and a deep bond for his community and family. He spends as much time as possible with his daughter, Abigail, actively participates in his community, and has overwhelming appreciation for classic cars and trucks.
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Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA,FL,GA,IN,NC,OH,OR,SC,VA