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Joseph Kelly, financial advisor Mount Laurel NJ

Joseph Kelly

CRD Number: 4817340
Current Firm: Valic Financial Advisors, Inc.
Compensation Model: Both
Joseph Kelly (CRD# 4817340) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Berkeley Heights, NJ and has over 13 years of experience in the finance industry.
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Professional Designations
Company Name Location Dates Years
Agia Houston, TX Dec 2022 - Current 1
Valic Financial Advisors Bedminster, NJ Mar 2007 - Current 17
Kelly Enterprises Inc. Bordentown, NJ Jan 1980 - Current 44
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2004
Contact Info for Joseph H. Kelly
307 Fellowship Road , Suite 205, Mount Laurel, NJ 08054
Phone Number: 866-544-4968
Firm Website: https://www.corebridgefinancial.com/rs
Registered State(s):
  • CA
  • FL
  • NV
  • NJ
  • NY
  • NC
  • PA
  • TX
Current Firm Details
Valic Financial Advisors, Inc.
Firm's CRD Number: 42803
2929 Allen Pkwy; L7-20, Houston, TX 77019
By the Numbers
  • Total Assets Under Management
    25,247
    MILLIONS
  • Total Number of Accounts
    302,501
    ACCOUNTS
  • Average Account Value
    $83,463
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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