Kelly & Associates, LLC
Kelly & Associates, LLC (CRD# 123466) is a financial advisory firm headquartered in , . They manage $12,333,474 in 61 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management12MILLION
Total Number of Accounts61ACCOUNTS
Average Account Value$202,188
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
John Duval (CRD# 1338268) is an Investment Advisor Representative working at Kelly & Associates, LLC in Manchester, ME and has over 32 years of experience in the finance industry.
Sean Kelly (CRD# 1065401) is an Investment Advisor Representative working at Kelly & Associates, LLC in West Palm Beach, FL and has over 17 years of experience in the finance industry.