Patrick Kelly, financial advisor Lancaster PA
96 score

Patrick Kelly

CRD 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 8 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Patrick R. Kelly
Phone Number: 717-560-3800
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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

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