RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Kelly Lee Adams
- Title
- Financial Advisorreportedeasleyinvest.cofirm site, Sep 16, 2026
- Business email
- kelly@easleyinvest.coreportedeasleyinvest.cofirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Easley Investment Consultants, Inc. independent RIA currentsince Apr 1, 2020 · Ridgeland, Ms
- Wells Fargo Advisors wirehouseMar 22, 2016 to Mar 30, 2020 · Flowood, Ms
- Wealthview Capital, LLC independent RIAMay 1, 2009 to Mar 30, 2016 · Jackson, Ms
- Wells Fargo Advisors wirehouseOct 6, 2008 to May 20, 2009 · Jackson, Ms
- Wells Fargo Advisors to Easley Investment Consultants, Inc.left Mar 30, 2020, registered Apr 1, 2020 (2 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Wealthview Capital, LLC to Wells Fargo Advisorsleft Mar 30, 2016, registered Mar 22, 2016 (-8 days) · Other
- Wells Fargo Advisors to Wealthview Capital, LLCleft May 20, 2009, registered May 1, 2009 (-19 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address