Joseph Kelly, financial advisor Coeur d'Alene ID
90 score

Joseph Kelly

CRD Number: 5987572
Current Firm: Cetera Investment Advisers LLC

Joseph Kelly (CRD# 5987572) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Coeur d'Alene, ID and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Coeur D'alene, ID May 2016 - Current < 1
Cetera Investment Services St Cloud, MN Jul 2013 - Current 3
Columbia State Bank Coeur D'alene, ID Jul 2013 - Current 3
Cetera Investment Advisers LLC Richland, WA Jan 2014 - May 2016 2
Edward Jones St Louis, MO Oct 2011 - Jul 2013 1
Extraco Banks Waco, TX Jun 2010 - Sep 2011 1
Bank Of America Puyallup, TX Aug 2008 - Jun 2010 1
Full Time Education Puyallup, WA Feb 2008 - Aug 2008 < 1
Hollister Company Tacoma, WA Aug 2007 - Feb 2008 < 1
Best Course Puyallup, WA Jun 2007 - Aug 2007 < 1
Hollister Company Tacoma, WA Feb 2007 - Jun 2007 < 1
Full Time Education Puyallup, WA Sep 1995 - Feb 2007 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Joseph Kelly
Phone Number: 888-528-2987
Registered State(s):
  • ID
  • WA
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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