Kevin
Kelly
Western International Securities, Inc
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About this Advisor
Kevin Kelly is a certified financial planner working out of Traverse City, Michigan with a total of 6 years of relevant experience. Kelly works at Western International Securities, Inc. Throughout their career, they have worked at Kevin Paul Kelly & Associates, Financial West Group, Western International Securities, Inc and Kevin Paul Kelly, Esq. Kelly holds Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Michigan. Western International Securities, Inc is an advisory company that has its headquarters in Pasadena, CA. The company has offices in 119 locations and a total of 424 advisors. It manages $4 billion in assets across its 12,253 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to 28 charitable organizations. Of its 12,253 customer accounts, just 5% belong to high-net-worth investors who have at least $1 million in investable assets. Western International Securities, Inc offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules largely are based on the type of financial services offered. Fee types charged by Western International Securities, Inc may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Western International Securities, Inc Brokerage Details
$3,479,601,807
424
12,253
$283,980
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Kevin Kelly Work History
Kevin has been registered as a financial advisor for 6 years.*
Western International Securities, Inc
Kevin Paul Kelly & Associates
Kevin Paul Kelly, Esq
Financial West Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Kelly 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 Western International Securities
Pasadena, CA
Crystal Bay, NV
Westlake Village, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
Woodland Hills, CA
Westlake Village, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
