Karl Kelly, financial advisor Keller TX
93 score

Karl Kelly

CRD Number: 5349310
Current Firm: Signal Securities, Inc.

Karl Kelly (CRD# 5349310) is an Investment Advisor Representative working at Signal Securities, Inc. in Keller, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Signal Securities, Inc. Fort Worth, TX Jan 2011 - Current 5
Edward Jones St Louis, MO Jul 2007 - Jan 2011 3
Lifetouch National School Studios, Inc. Fort Worth, TX Jul 1988 - Jun 2007 18
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Karl J. Kelly
Phone Number: 817-877-4256
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    263
    MILLIONS
  • Total Number of Accounts
    1,366
    ACCOUNTS
  • Average Account Value
    $192,752
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, LA, MA, MI, MO, NJ, NV, OH, OK, SD, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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