Mortimore Kelly (CRD# 1093428) is an Investment Advisor Representative working at Mort Kelly Financial Services, LLC in New Orleans, LA and has over 32 years of experience in the finance industry.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mort Kelly Financial Services, LLC | New Orleans, LA | Sep 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1991 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2012 |
- LA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts11ACCOUNTS
-
Average Account Value$38,848
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
LA
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