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).
Current Firm Details
By the Numbers
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Total Assets Under Management71MILLION
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Total Number of Accounts291ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Kelly Financial Group LLC
1
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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