Eric Kelly, financial advisor Bloomfield Hills MI
89 score

Eric Kelly

CRD Number: 5992420
Current Firm: Lpl Financial LLC

Eric Kelly (CRD# 5992420) is an Investment Advisor Representative working at Lpl Financial LLC in Bloomfield Hills, MI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Bloomfield Hills, MI Dec 2013 - Current 3
Institutional Investment Consulting (iic) Bloomfield Hills, MI Sep 2013 - Current 3
Cantella & Company, Inc. Boston, MA Sep 2013 - Dec 2013 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington Hills, MI Oct 2011 - Sep 2013 1
Ricci, Cpa St. Clair Shorel, MI Jan 2013 - Apr 2013 < 1
Unemployed Unemployed, MI Jun 2011 - Oct 2011 < 1
Tfg Investments Englewood, NJ Feb 2011 - Jun 2011 < 1
University Of Michigan Dearborn, MI Jun 2007 - Feb 2011 3
Nationwide Insurance Columbus, OH Jun 2008 - Aug 2008 < 1
Michigan State University East Lansing, MI Jun 2004 - Jun 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Eric C. Kelly
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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