Kelly Financial Group LLC

Kelly Financial Group LLC (CRD# 282172) is a financial advisory firm headquartered in Encinitas, CA. They manage $71,419,778 in 291 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    291
    ACCOUNTS
  • Average Account Value
    $245,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Kelly Financial Group LLC
Showing 1 - 1 of 1 top financial advisors.
1
Sean M. Kelly
CRD#: 5043096
332 Encinitas Blvd Suite 100, Encinitas, CA 92024

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.

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