Patrick Kelly, financial advisor Southfield MI
89 score

Patrick Kelly

CRD Number: 5931188
Current Firm: Global Financial Private Capital, LLC

Patrick Kelly (CRD# 5931188) is an Investment Advisor Representative working at Global Financial Private Capital, LLC in Southfield, MI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Global Financial Private Capital, LLC Sarasota, FL Mar 2014 - Current 2
Jalbert Financial Group Southfield, MI Feb 2013 - Current 3
Function Plus Birmingham, MI Aug 2011 - Current 5
Northwestern Mutual Life Insurance Company Milwaukee, WI May 2012 - Sep 2012 < 1
Northwestern Mutual Investment Services, LLC Troy, MI May 2011 - May 2012 1
Michigan State University East Lansing, MI Aug 2010 - May 2012 1
Macomb Community College Warren, MI Dec 2009 - Aug 2010 < 1
Marymount University Arlington, VA Aug 2008 - Dec 2009 1
Birmingham Seaholm High School Birmingham, MI Jan 2004 - Aug 2008 4
Birmingham Public Schools Birmingham, MI Jun 2002 - Aug 2008 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2014
Contact Info for Patrick R. Kelly
Phone Number: 866-641-2186
Firm Website: http://www.gf-pc.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    5,864
    MILLIONS
  • Total Number of Accounts
    66,671
    ACCOUNTS
  • Average Account Value
    $87,959
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)
  • Educational seminars/workshops
  • 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, 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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