Earl Kelly, financial advisor Pitman NJ
93 score

Earl Kelly

CRD Number: 4615443
Current Firm: Victory Fiduciary Consulting

Earl Kelly (CRD# 4615443) is an Investment Advisor Representative working at Victory Fiduciary Consulting in Pitman, NJ and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Kelly & Taylor Financial Services, LLC Pitman, NJ Jan 2003 - Current 13
Victory Asset Management, Inc. Wenonah, NJ Jan 2003 - Current 13
Pitman Board Of Education Pitman, NJ Jan 1984 - Current 32
Borough Of Pitman Pitman, NJ Jan 1984 - Current 32
Kelly & Taylor, P.c. Pitman, NJ Jan 1983 - Current 33
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2001
Contact Info for Earl J. Kelly
Phone Number: 856-464-3100
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    119
    MILLIONS
  • Total Number of Accounts
    217
    ACCOUNTS
  • Average Account Value
    $547,945
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

DE, FL, MD, NJ, PA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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