Mark Kelly (CRD# 1459511) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Pewaukee, WI and has over 38 years of experience in the finance industry.
CRD# 4659590
Global View Capital Management LLC
CRD# 1574689
Johnson Wealth Inc.
CRD# 719928
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | Pewaukee, WI | Jun 2009 - Current | 14 |
| Raymond James Financial Services, Inc. | Pewaukee, WI | May 2001 - Current | 23 |
| Mark Kelly, LLC | Pewaukee, WI | May 2001 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1986 |
- FL
- TX
- WI
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Other
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, WY
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