San Carlos Office

1150 White Oak Way

San Carlos, CA 94070
Kelly Davis

Kelly Davis

Client Services Associate

Kelly Davis is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline LPL advisors’ practices. She partners with advisors to provide support on administrative tasks and client management functions.

Kelly has worked in the financial services industry for 6 years at Waddell and Reed. She joined LPL
in 2021 to apply her experience working with Advisors in the Admin Solutions Program. She enjoys working with advisors in her role on the Admin Solutions Team.

Kelly is from Kansas City, KS and enjoys spending time with family, traveling, and volunteering with different organizations including Children's Miracle Network and Cross Lines Outreach. She is married with a 3 year old boy and one dog. She is also an avid Chiefs fan!