Donovan
Kelly
Independent Financial Group, LLC
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About this Advisor
Donovan Kelly is a financial advisor based in Billings, Montana, working with Independent Financial Group, LLC. Donovan has previously held positions at Raymond James Financial Services, Inc, Kelly Accounting, and Independent Financial Group. Donovan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Montana and Texas. Currently, Donovan is part of Independent Financial Group, LLC, which operates out of Billings, Montana. The firm has 385 offices and 626 employees. The firm manages assets totaling $6.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Independent Financial Group, LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Financial Group, LLC Brokerage Details
$6,750,889,024
626
30,369
$222,295
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
Donovan Kelly Work History
Indpeendent Financial Group
Kelly Accounting
Raymond James Financial Services, Inc
Disclosures
Please visit the SEC profile of Donovan Kelly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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