Sean Kelly (CRD# 5043096) is an Investment Advisor Representative working at Kelly Financial Group LLC in Encinitas, CA and has over 18 years of experience in the finance industry. Sean Kelly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sean M Kelly, Ea | Encinitas, CA | Mar 2020 - Current | 4 |
| Kelly Financial Group LLC | Encinitas, CA | May 2016 - Current | 7 |
| Airgead Clann LLC | Thousand Oaks, CA | Jan 2011 - Dec 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2005 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2009 |
- CA
- TX
-
Total Assets Under Management80MILLIONS
-
Total Number of Accounts322ACCOUNTS
-
Average Account Value$248,650
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX
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