Patrick KellyCRD Number: 5469715
Current Firm: Rodgers & Associates
Patrick Kelly (CRD# 5469715) is an Investment Advisor Representative working at Rodgers & Associates in Lancaster, PA and has over 9 years of experience in the finance industry. Patrick 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.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Kaufman Advisory Services, Inc.
|Rodgers & Associates||Lancaster, PA||Sep 2015 - Current||1|
|Lehman Financial Resources, Inc.||Media, PA||Jan 2010 - Jun 2015||5|
|Luthercare||Litita, PA||Oct 2000 - Jun 2011||10|
|Lee, Burke & Malarkey||Berwyn, PA||Dec 2007 - Jan 2010||2|
|M Holdings Securities, Inc.||Portland, OR||Dec 2007 - Jan 2010||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Total Assets Under Management644MILLIONS
Total Number of Accounts2,497ACCOUNTS
Average Account Value$257,783
- 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
CA, FL, NC, NJ, NY, PA, VA