John
Kelly
Riverpath Investments LLC
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About this Advisor
John Kelly is a financial advisor based in Bend, Oregon, working with Riverpath Investments LLC. John has previously held positions at Acacia Mutual Life, Massachusetts Mutual Life Insurance Comp, Mml Investors Services, Inc, and Riverpath Investments LLC. John has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, John is part of Riverpath Investments LLC, which operates out of Bend, Oregon. The firm has 2 offices and 4 employees. The firm manages assets totaling $255.4 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Riverpath Investments LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Riverpath Investments LLC Brokerage Details
$255,357,194
4
206
$1,239,598
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
John Kelly Work History
Riverpath Investments LLC
Acacia Mutual Life
Mml Investors Services, Inc
Massachusetts Mutual Life Insurance Comp
Disclosures
Please visit the SEC profile of John 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 Riverpath Investments LLC
Folsom, CA
Folsom, CA
Sacramento, CA
Bend, OR
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