Francis Kelly (CRD# 4525633) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Atlanta, GA and has over 21 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| American Retirement Institute | Kennesaw, GA | May 2019 - Current | 4 |
| Cfk Financial Services, LLC | Smyrna, GA | Sep 2017 - Current | 6 |
| Retirement Wealth Advisors | Roswell, GA | Apr 2017 - Current | 7 |
| Francis J.c. Kelly, Jr. | Norcross, GA | Nov 2004 - Mar 2018 | 13 |
| Successful Retirement, Inc. | Roswell, GA | Nov 2014 - Aug 2017 | 2 |
| Albertson Financial | Roswell, GA | Nov 2005 - Nov 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2002 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2017 |
- GA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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