Mort Kelly Financial Services, LLC

Mort Kelly Financial Services, LLC (CRD# 164618) is a financial advisory firm headquartered in , . They manage $427,333 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $38,848
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
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 Kelly, financial advisor New Orleans LA
Mortimore F. Kelly
CRD#: 1093428
New Orleans, LA

Mortimore Kelly (CRD# 1093428) is an Investment Advisor Representative working at Mort Kelly Financial Services, LLC in New Orleans, LA and has over 32 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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