Robert Kelly (CRD# 1011716) is an Investment Advisor Representative working at Mas Advisors LLC in Temecula, CA and has over 37 years of experience in the finance industry. Robert Kelly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 2345668
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mas Advisors LLC | Miami, FL | Jun 2021 - Current | 2 |
| Kestra Investment Services, Inc. | Austin, TX | Apr 2016 - Jun 2021 | 5 |
| Nfp Securities Inc. | Encino, CA | Feb 2007 - Apr 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1986 |
- CA
-
Total Assets Under Management1,354MILLIONS
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Total Number of Accounts152ACCOUNTS
-
Average Account Value$8,909,351
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, DE, FL, KS, ME, MO, MS, NE, TN, TX
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