Mark KellyCRD Number: 1459511
Current Firm: Raymond James Financial Services Advisors, Inc.
Mark Kelly (CRD# 1459511) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Pewaukee, WI and has over 31 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Raymond James Financial Services Advisors Inc.||Pewaukee, WI||Jun 2009 - Current||8|
|Non-variable Insurance||Pewaukee, WI||Feb 2008 - Current||9|
|Non-variable Insurance||Pewaukee, WI||Sep 2007 - Current||9|
|Independent Insurance Agent||Pewaukee, WI||Jan 2005 - Current||12|
|Us Allianz||Pewaokee, WI||Aug 2002 - Current||14|
|Raymond James Financial Services, Inc.||Pewaukee, WI||May 2001 - Current||16|
|Mark Kelly, LLC||Pewaukee, WI||May 2001 - Current||16|
|Cpa/tax Preparer||Pewaukee, WI||Aug 2005 - Sep 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1986|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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