Raymond Kelly (CRD# 3186443) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Chicago, IL and has over 5 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Bankers Life Securities | Newark, DE | Sep 2018 - Current | 5 |
Unemployed | Minneapolis, MN | Jan 2018 - Sep 2018 | < 1 |
Allianz Life Of North America | Mpls, MN | Jan 2016 - Dec 2017 | 1 |
Allianz Life Financial Services LLC | Mpls, MN | Jan 2016 - Dec 2017 | 1 |
Advisors Capital Management, LLC | Ridgewood, NJ | Sep 2015 - Dec 2015 | < 1 |
Curian Capital, LLC | Franklin, TN | Mar 2010 - Sep 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- DE
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Total Assets Under Management1,486MILLIONS
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Total Number of Accounts13,089ACCOUNTS
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Average Account Value$113,532
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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