Richard
Looney
George Mckelvey Co., LLC
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About this Advisor
Richard Looney is a financial advisor based in Manasquan, New Jersey, working with George Mckelvey Co., LLC. Richard has previously held positions at George Mckelvey Co., Inc and George Mckelveyco. Richard has passed the Series 63 regulatory exam and is registered to provide services in New Jersey. Currently, Richard is part of George Mckelvey Co., LLC, which operates out of Manasquan, New Jersey. The firm has 15 employees and manages assets totaling $1.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at George Mckelvey Co., LLC includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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George Mckelvey Co., LLC Brokerage Details
$1,047,805,019
15
1,606
$652,432
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Richard Looney Work History
George Mckelvey Co., Inc
George Mckelveyco
Disclosures
Please visit the SEC profile of Richard Looney 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 George Mckelvey Co., LLC
Manasquan, NJ
Manasquan, NJ
Manasquan, NJ
Midlothian, VA
Manasquan, NJ
Manasquan, NJ
Manasquan, NJ
Manasquan, NJ
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