Mort Kelly Financial Services, LLC
Mort Kelly Financial Services, LLC (CRD# 164618) is a financial advisory firm headquartered in , . They manage $98,096,926 in 25 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management98MILLION
Total Number of Accounts25ACCOUNTS
Average Account Value$3,923,877
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
Mortimore Kelly (CRD# 1093428) is an Investment Advisor Representative working at Mort Kelly Financial Services, LLC in New Orleans, LA and has over 26 years of experience in the finance industry.