Bryan Kelly (CRD# 2284469) is an Investment Advisor Representative working at The Kelly Group in Bel Air, MD and has over 30 years of experience in the finance industry. Bryan 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# 2763082
Mml Investors Services, LLC
CRD# 5690805
T. Rowe Price Associates, Inc.
CRD# 3068985
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Kelly Group | Bel Air, MD | Jan 2021 - Current | 3 |
| The Kelly Group | Bel Air, MD | Aug 1997 - Current | 26 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2006 - Dec 2020 | 14 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Mar 2005 - Dec 2020 | 15 |
| Cambridge Investment Research | Fairfield, IA | Mar 2000 - Dec 2020 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1993 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1995 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management811MILLIONS
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Total Number of Accounts2,737ACCOUNTS
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Average Account Value$296,282
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