Mckelvey Wealth Management, LLC

Mckelvey Wealth Management, LLC (CRD# 316506) is a financial advisory firm headquartered in Tigard, OR. They manage $50,496,940 in 192 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
7110 Sw Fir Loop, Suite 255, Tigard, OR 97223
https://www.mckelveywm.com
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    192
    ACCOUNTS
  • Average Account Value
    $263,005
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.

OR

Financial Advisors at Mckelvey Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Lynn McKelvey, financial advisor Tigard OR
Lynn M. McKelvey
CRD#: 2447958
7110 Sw Fir Loop, Suite 255, Tigard, OR 97223

Lynn McKelvey (CRD# 2447958) is an Investment Advisor Representative working at Mckelvey Wealth Management, LLC in Tigard, OR and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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