Kelly Adams has been an investment adviser representative at Easley Investment Consultants since April 2020, and is not listed among the firm’s executive officers or direct owners. Kelly Adams holds an MBA from Millsaps College. Kelly Adams studied at the University of Mississippi.
Easley Investment Consultants, Inc. is a Ridgeland, MS firm with $224M under management, 357 clients and 2 advisers in one office, as of its January 2026 filing.
Kelly Adams is Financial Advisor of Easley Investment Consultants. He has been in the financial industry for over 25 years.
Kelly Adams’ longest registration was 6 years at Wealthview Capital, LLC (2009–2016). Before joining Easley Investment Consultants in 2020, Kelly Adams was registered through Wells Fargo Advisors Financial Network, LLC and Wealthview Capital, LLC.
- – present · 6 yearsRidgeland, MS · Adviser representative · Firm CRD 307258
- Wells Fargo Advisors Financial Network, LLC– · 4 yearsFlowood, MS · Adviser representative · Firm CRD 11025
- Wealthview Capital, LLC– · 6 yearsJackson, MS · Adviser representative · Firm CRD 149476
- Wells Fargo Advisors Financial Network, LLC– · under a yearJackson, MS · Adviser representative · Firm CRD 11025
Professional designations
Listed by Easley Investment Consultants
- CFP®
Investment adviser representative registrations
Kelly Adams is registered as an investment adviser representative in 2 states. Each was approved in April 2020.
- MississippiSince 1 April 2020
- TexasSince 15 April 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 12 April 2016 |
| Series 7 | General Securities Representative Examination | 21 March 2016 |
| Series 66 | Uniform Combined State Law Examination | 3 October 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Kelly Lee Adams
- CRD
- 5526756
- Firm
- Easley Investment Consultants · CRD 307258
- Office
- 1050 NORTHPARK DRIVE, SUITE D, Ridgeland, MS 39157
- Registration
- Investment adviser registration
- In the industry since
- September 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- easleyinvest.co
Where does Kelly Adams work?
Kelly Adams is an investment adviser representative registered through Easley Investment Consultants, Inc. since April 2020, and is not listed among the firm’s executive officers or direct owners.
Is Kelly Adams a financial advisor?
Yes. Kelly Adams has a current investment-adviser registration in Mississippi and Texas, through Easley Investment Consultants since April 2020.
How many years of experience does Kelly Adams have?
Kelly Adams has 18 years in the financial industry, since September 2008, across 3 adviser firms.
What exams has Kelly Adams passed?
Kelly Adams has passed 3 licensing exams: the Series 66, Series 7 and Series 63. The earliest, the Series 66, was passed in October 2008. FINRA credited Kelly Adams with the SIE, which began in October 2018.
Where did Kelly Adams work before Easley Investment Consultants?
Before Easley Investment Consultants, Kelly Adams was registered through Wells Fargo Advisors Financial Network, LLC, March 2016 to March 2020; Wealthview Capital, LLC, May 2009 to March 2016; Wells Fargo Advisors Financial Network, LLC, October 2008 to May 2009.
Where is Kelly Adams based?
Kelly Adams’ registered office is in Ridgeland, MS.
Is Kelly Adams registered with FINRA?
No. Kelly Adams has no current broker registration.
Is Kelly Adams a CFP?
Easley Investment Consultants lists Kelly Adams with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Kelly Adams’ record?
Search CRD 5526756 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kelly Adams’ full registration record.