Kelly Makeever, financial advisor Carmel IN
90 score

Kelly Makeever

CRD Number: 5985210
Current Firm: Pnc Investments

Kelly Makeever (CRD# 5985210) is an Investment Advisor Representative working at Pnc Investments in Carmel, IN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Indianapolis, IN Sep 2011 - Current 5
Unemployed Indianapolis, IN Jun 2011 - Sep 2011 < 1
Campus Crusade For Christ, Intl. Orlando, FL Jul 1986 - Jun 2011 24
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Kelly D. Makeever
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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