DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner17 years in industry

KELLY LEE ADAMS

Advisor at EASLEY INVESTMENT CONSULTANTS, INC.

RIDGELAND, MS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:20ef7e57-8b20-67da-4f43-db3dd0f2cfc8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 6, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EASLEY INVESTMENT CONSULTANTS, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 3, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Oct 3, 2008
First registration: Oct 6, 2008
Dual registered: no
IAPD individual key: 5526756

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EASLEY INVESTMENT CONSULTANTS, INC.	Independent wealth	Apr 1, 2020	n/a	yes	RIDGELAND, MS	Current employment
WELLS FARGO ADVISORS	Wirehouse	Mar 22, 2016	Mar 30, 2020	no	FLOWOOD, MS	Previous registration
WEALTHVIEW CAPITAL, LLC	Independent wealth	May 1, 2009	Mar 30, 2016	no	JACKSON, MS	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Oct 6, 2008	May 20, 2009	no	JACKSON, MS	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	EASLEY INVESTMENT CONSULTANTS, INC.	Mar 30, 2020	Apr 1, 2020	2	Firm change	Wirehouse to new firm
WEALTHVIEW CAPITAL, LLC	WELLS FARGO ADVISORS	Mar 30, 2016	Mar 22, 2016	-8	Firm change	Other
WELLS FARGO ADVISORS	WEALTHVIEW CAPITAL, LLC	May 20, 2009	May 1, 2009	-19	Firm change	Other

Relationships

Registered with (3)

→ EASLEY INVESTMENT CONSULTANTS, INC.Registered adviserregistration: current employment
Apr 1, 2020 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Mar 22, 2016 to Mar 30, 2020factForm ADV
→ WEALTHVIEW CAPITAL, LLCRegistered adviserregistration: previous registration
May 1, 2009 to Mar 30, 2016factForm ADV

Dated events

No dated event names this entity yet.