Mort Kelly Financial Services, LLC

Mort Kelly Financial Services, LLC (CRD# 164618) is a financial advisory firm headquartered in , . They manage $581,729 in 19 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $30,617
Compensation Options
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA

Financial Advisors at Mort Kelly Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mortimore F. Kelly
CRD#: 1093428
New Orleans, LA
93
Wealthminder
score

Mortimore Kelly (CRD# 1093428) is an Investment Advisor Representative working at Mort Kelly Financial Services, LLC in New Orleans, LA and has over 25 years of experience in the finance industry.

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