Robert McKelveyCRD Number: 820698
Current Firm: George Mckelvey Company, LLC
Robert McKelvey (CRD# 820698) is an Investment Advisor Representative working at George Mckelvey Company, LLC in Manasquan, NJ and has over 24 years of experience in the finance industry.
Prudential Financial Planning Services
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ameriprise Financial Services, LLC
|George Mckelvey Company, Inc.||Sea Girt, NJ||Apr 1976 - Current||46|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1997|
Total Assets Under Management1,111MILLIONS
Total Number of Accounts1,418ACCOUNTS
Average Account Value$783,530
- 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
AZ, CA, CT, FL, GA, KY, LA, MA, MD, NH, NJ, NY, PA, SC, TX, VA
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