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
Mckelvey Wealth Management, LLC
By the Numbers
-
Total Assets Under Management50MILLION
-
Total Number of Accounts192ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR
Financial Advisors at Mckelvey Wealth Management, LLC
1
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.