Christopher
Kelly

Spc

CRD#2462202
Investment Advisor
in Flint, MI

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About this Advisor

Christopher Kelly is a financial advisor operating in Flint, Michigan, who has been in the industry for 11 years. Kelly currently works for Spc. The advisor has gained experience at Rbc Capital Markets Corporation, Wunderlich Securities, Sigma Planning Corporation and Sigma Financial Corporation. Kelly maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Michigan. Spc is a registered investment business based in Flint, Michigan. The firm has offices in 464 locations and a total of 705 employees. It manages $5 billion in total assets between its 25,865 accounts, making it one of the largest firms in the country by assets under management. The firm advises 13 charitable organizations. Of its 25,865 accounts, just 9% belong to high-net-worth investors who have greater than $1 million in investable assets. Spc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely vary depending on which service is offered. However, fees charged by Spc likely consist of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

2387 S. Linden Road Ste B144
Flint, MI 48532

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Spc Brokerage Details

Total Assets Under Management

$4,557,672,608

MI Average: $943,424,332
Total Number of Employees

705

MI Average: 21
Total Number of Accounts

25,865

MI Average: 1,586
Average Account Size

$176,210

MI Average: $594,845

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Christopher Kelly Work History

Christopher has 11 years of experience.

2017 - Present (4 years)

Sigma Planning Corporation

2017 - Present (4 years)

Sigma Financial Corporation

2010 - 2017 (7 years)

Wunderlich Securities

2009 - 2010 (1 year)

Rbc Capital Markets Corporation

Disclosures

Christopher Kelly has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Spc

Craig Brooks
Littleton, CO
Kyle Glaab
New Boston, MI
Mark Steinman
Ann Arbor, MI
Caleb Thompson
Ann Arbor, MI
Terri Hembree
Boise, ID
Bonnie Luternow
Clarkston, MI
Thomas Schalk
Gainesville, TX
Zachary Parker
Ann Arbor, MI

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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