Gregory
Workman
Kelly Financial Services LLC
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About this Advisor
Gregory Workman is a financial advisor based in Braintree, Massachusetts, working with Kelly Financial Services LLC. Gregory has previously held positions at Nylife Securities LLC, New York Life Insurance Co, Fujifilm Sonosite, Outfront Media, Kelly Financial Services, Lyft, Inc, Financial Compass Group, LLC, Minnesota Life Insurance Company, Securian Financial Services Inc, Pioneer Financial Group, and Equitable Advisors, LLC. Gregory has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Gregory is part of Kelly Financial Services LLC, which operates out of Braintree, Massachusetts. The firm has 1 office and 11 employees. The firm manages assets totaling $426.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Kelly Financial Services LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kelly Financial Services LLC Brokerage Details
$426,845,780
11
2,820
$151,364
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Gregory Workman Work History
Kelly Financial Services
Lyft, Inc
Financial Compass Group, LLC
Equitable Advisors, LLC
Minnesota Life Insurance Company
Securian Financial Services Inc
Pioneer Financial Group
Nylife Securities LLC
New York Life Insurance Co
Outfront Media
Fujifilm Sonosite
Disclosures
Please visit the SEC profile of Gregory Workman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kelly Financial Services LLC
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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