Charles KellyCRD Number: 266896
Current Firm: Lpl Financial LLC
Charles Kelly (CRD# 266896) is an Investment Advisor Representative working at Lpl Financial LLC in Ukiah, CA and has over 28 years of experience in the finance industry.
Antonio Andrade, Cfp
Concourse Financial Group Advisors
|Linsco/private Ledger Corp.||Ukiah, CA||May 1999 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1994|
|S65||NASAA Investment Advisors Law Examination||Aug 1997|
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- 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, WY
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