Mark Kelly, financial advisor Wexford PA
93 score

Mark Kelly

CRD Number: 5568056
Current Firm: Private Advisor Group, LLC

Mark Kelly (CRD# 5568056) is an Investment Advisor Representative working at Private Advisor Group, LLC in Wexford, PA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Private Advisor Group, LLC Wexford, PA Feb 2012 - Current 4
Lpl Financial, LLC Wexford, PA Jul 2008 - Current 8
Kremer And Associates, Inc. Wexford, PA Apr 2009 - Feb 2013 3
New Community Church Wexford, PA Aug 2007 - Nov 2008 1
Nextier Bank, N.a. Butler, PA Feb 2004 - Aug 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Mark F. Kelly
Phone Number: 973-538-7010
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    10,642
    MILLIONS
  • Total Number of Accounts
    48,558
    ACCOUNTS
  • Average Account Value
    $219,167
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Publication of periodicals or newsletters
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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