Patrick Kelly, financial advisor Lebanon NH
89 score

Patrick Kelly

CRD Number: 6206147
Current Firm: Wells Fargo Advisors, LLC

Patrick Kelly (CRD# 6206147) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Lebanon, NH and has over 3 years of experience in the finance industry.

Similar Advisors
Sally Boyle, financial advisor Lebanon NH
Sally J. Boyle
CRD# 1026790
Sj Boyle Wealth Planning, LLC
Score
96
Similar Advisors
Thomas Chadwick, financial advisor Lebanon NH
Thomas M. Chadwick
CRD# 2870028
Chadwick & D'amato, LLC
Score
96
Similar Advisors
Fletcher Cole, financial advisor Lebanon NH
Fletcher S. Cole
CRD# 2399974
Mascoma Wealth Management
Score
96
Company Name Location Dates Years
Wells Fargo Advisors, LLC Lebanon, NH Jun 2014 - Current 2
Northwestern Mutual Life Insurance Company Milwaukee, WI Jul 2013 - May 2014 < 1
Northwestern Mutual Investment Services, LLC Manchester, NH Jul 2013 - May 2014 < 1
Rivendell School District Orford, NH Sep 2013 - Dec 2013 < 1
Samuel Morey Elementary School Fairlee, VT Sep 2012 - Jun 2013 < 1
Bernice A Ray School Hanover, NH Sep 2012 - Jun 2013 < 1
Norwich Inn Norwich, VT Oct 2011 - Jun 2013 1
Jesses's Steakhouse Hanover, NH Feb 2011 - Oct 2011 < 1
Hypertherm Hanover, NH Jun 2010 - Jan 2011 < 1
Full Time Student Lebanon, NH Sep 2008 - May 2010 1
Dextrys Wakefield, MA Nov 2007 - Sep 2008 < 1
Verizon Wireless Woburn, MA Dec 2006 - Oct 2007 < 1
Be Design Group Holbrook, MA Sep 2005 - Oct 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2013
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Patrick R. Kelly
Phone Number: 314-875-3000
Registered State(s):
  • NH
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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)
  • 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, 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

Ready to hire a financial advisor? Get competitive proposals from Patrick Kelly and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.