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
Years of Experience
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Spc Brokerage Details
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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
Christopher Kelly Work History
Christopher has 11 years of experience.
Sigma Planning Corporation
Sigma Financial Corporation
Rbc Capital Markets Corporation
Christopher Kelly has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Spc
New Boston, MI
Ann Arbor, MI
Ann Arbor, MI
Ann Arbor, MI
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.