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Raymond Cromwell Kelsey

FINANCIAL CONCEPTS, INC.·CHANDLER, Arizona
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3195 WEST RAY ROAD, CHANDLER, AZ 85226CRD# 4992820Firm CRD# 122342
01

About

Raymond Cromwell Kelsey is a registered financial advisor based in CHANDLER, Arizona, affiliated with FINANCIAL CONCEPTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FINANCIAL CONCEPTS, INC.
FINANCIAL CONCEPTS
AUM
$56M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at FINANCIAL CONCEPTS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4992820
Firm CRD# 122342
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Raymond Cromwell Kelsey offer?
Raymond Cromwell Kelsey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHANDLER, Arizona for a consultation.
What are Raymond Cromwell Kelsey's credentials?
Raymond Cromwell Kelsey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Raymond Cromwell Kelsey located?
Raymond Cromwell Kelsey is based in CHANDLER, Arizona, working with FINANCIAL CONCEPTS, INC.. Their office serves clients in the CHANDLER metropolitan area and surrounding communities.
How does Raymond Cromwell Kelsey charge for services?
Raymond Cromwell Kelsey's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL CONCEPTS, INC.?
FINANCIAL CONCEPTS, INC. has approximately 6 employees and manages $56M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CHANDLER
Rydan Durant Case — IRONWOOD WEALTH MANAGEMENT, LLCLeonard Edward Templeton — TEMPLETON FINANCIAL SERVICES INC.Tim Lee Wolf — FINANCIAL CONCEPTS, INC.Brian Wiscombe — STONECREST WEALTH MANAGEMENT, INCKristi Lee Gauthier — STRATEGIC INCOME GROUP LLC
Nearby cities in Arizona
SCOTTSDALE (467)PHOENIX (224)TUCSON (124)MESA (41)TEMPE (24)
City Guides
SCOTTSDALE GuidePHOENIX GuideTUCSON GuideMESA GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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