Financial ADVSR advisor directory · SEC adviser records
The Kelly Group financial advisors in Bel Air, MD
Every SEC-registered investment adviser representative at a The Kelly Group office in Bel Air, A to Z.
The short answer
14 registered advisors work at The Kelly Group in Bel Air, out of 15 at the firm nationwide; it ranks number 2 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.
The Kelly Group advisors in Bel Air, A to Z
Every The Kelly Group advisor →- Jacob P. AdkinsCertified Financial Planner
- Chad T. ArringtonCertified Financial Planner
- Michael J. BertrandInvestment adviser rep
- Candace A. ClipperInvestment adviser rep
- Richard A. FletcherCertified Financial Planner
- Jordan L. HeapsCertified Financial Planner
- Bryan E. KellyCertified Financial Planner
- Lauren MadisonInvestment adviser rep
- Michael R. PirolliInvestment adviser rep
- William J. RuffInvestment adviser rep
- Emily C. SmithInvestment adviser rep
- Isaiah SmithInvestment adviser rep
- Quinn C. SutkerInvestment adviser rep
- Charles R. WolpoffCertified Financial Planner
The Kelly Group advisors in every city and state →The Kelly Group: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Bel Air
All Bel Air advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 17Janney Montgomery Scott LLC 10RBC Capital Markets, LLC 9Stifel, Nicolaus & Company, Incorporated 8Wells Fargo Clearing Services, LLC 8Edward Jones 6Ameriprise Financial Services, LLC 5Cambridge Investment Research Advisors, Inc. 5LPL Financial LLC 5Raymond James Financial Services Advisors, Inc. 5State Farm Investment Management Corp. 5Centaurus Financial, Inc. 3
Questions
How many financial advisors does The Kelly Group have in Bel Air?
14 investment adviser representatives are registered at The Kelly Group offices in Bel Air, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 15 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Is The Kelly Group one of the largest advisor employers in Bel Air?
The Kelly Group ranks number 2 in Bel Air by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 17.
How do I check a The Kelly Group advisor in Bel Air?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the The Kelly Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.