Kelly BowlingCRD Number: 2464686
Current Firm: Blackridge Asset Management, LLC
Kelly Bowling (CRD# 2464686) is an Investment Advisor Representative working at Blackridge Asset Management, LLC in Atlanta, GA and has over 28 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merit Financial Advisors
|Peak Brokerage Services, LLC||Jupiter, FL||Mar 2021 - Current||1|
|Blackridge Asset Management, LLC||Jupiter, FL||Mar 2021 - Current||1|
|The O.n. Equity Sales Company||Cincinnati, OH||Oct 2006 - Mar 2021||14|
|Ohio National Financial Services||Cincinnati, OH||Jul 2003 - Mar 2021||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1994|
|S65||NASAA Investment Advisors Law Examination||Feb 2008|
Total Assets Under Management709MILLIONS
Total Number of Accounts4,504ACCOUNTS
Average Account Value$157,525
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, CA, CO, CT, DE, FL, GA, IL, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, VT, WA, WI
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