Patrick Kelly, financial advisor Walpole NH
90 score

Patrick Kelly

CRD Number: 6206147
Current Firm: Flagship Harbor Advisors, LLC

Patrick Kelly (CRD# 6206147) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Walpole, NH and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Walpole, NH Jun 2017 - Current < 1
Flagship Harbor Advisors, LLC Walpole, NH Jun 2017 - Current < 1
Wells Fargo Clearing Services, LLC Lebanon, NH Nov 2016 - Jun 2017 < 1
Wells Fargo Advisors, LLC Lebanon, NH Jun 2014 - Nov 2016 2
Northwestern Mutual Life Insurance Company Milwaukee, WI Jul 2013 - May 2014 < 1
Northwestern Mutual Investment Services, LLC Manchester, NH Jul 2013 - May 2014 < 1
Rivendell School District Orford, NH Sep 2013 - Dec 2013 < 1
Samuel Morey Elementary School Fairlee, VT Sep 2012 - Jun 2013 < 1
Bernice A Ray School Hanover, NH Sep 2012 - Jun 2013 < 1
Norwich Inn Norwich, VT Oct 2011 - Jun 2013 1
Jesses's Steakhouse Hanover, NH Feb 2011 - Oct 2011 < 1
Hypertherm Hanover, NH Jun 2010 - Jan 2011 < 1
Full Time Student Lebanon, NH Sep 2008 - May 2010 1
Dextrys Wakefield, MA Nov 2007 - Sep 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2013
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Patrick R. Kelly
Phone Number: (857) 350-4229
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    1,187
    MILLIONS
  • Total Number of Accounts
    8,237
    ACCOUNTS
  • Average Account Value
    $144,080
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA

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

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