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Charles Robert Wolpoff

KELLY FINANCIAL GROUP, LLC·BEL AIR, Maryland
SIE, Series 7, Series 66CFPClean record24 years registeredKELLY FINANCIAL GROUP, LLC
48 EAST GORDON STREET, BEL AIR, MD 21014CRD# 4432165Firm CRD# 310140

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Robert Wolpoff · BEL AIR, MD
Registration
CRD #4432165 · KELLY FINANCIAL GROUP, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

THE KELLY GROUP
Oct 2020 – present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Jan 2013 – Oct 2020
BEL AIR, MD
FOUNDERS FINANCIAL SECURITIES, LLC
May 2009 – Jan 2013
TOWSON, MD
LINCOLN FINANCIAL ADVISORS CORPORATION
Oct 2001 – Jun 2009
WESTMINISTER, MD
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · October 5, 2001
Years registered · 24
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KELLY FINANCIAL GROUP, LLC
CRD 310140 · SEC 801-119450
AUM
$811M
Regulatory assets under management
Employees
20
2,737 client accounts
Services offered by KELLY FINANCIAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at KELLY FINANCIAL GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Charles Robert Wolpoff offer?
Charles Robert Wolpoff specializes in Financial Planning, Investment Management. Contact their office in BEL AIR, Maryland for a consultation.
What are Charles Robert Wolpoff's credentials?
Charles Robert Wolpoff holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Charles Robert Wolpoff located?
Charles Robert Wolpoff is based in BEL AIR, Maryland, working with KELLY FINANCIAL GROUP, LLC. Their office serves clients in the BEL AIR metropolitan area and surrounding communities.
How does Charles Robert Wolpoff charge for services?
Charles Robert Wolpoff'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 KELLY FINANCIAL GROUP, LLC?
KELLY FINANCIAL GROUP, LLC has approximately 20 employees and manages $811M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KELLY FINANCIAL GROUP, LLC

Bryan Elliott Kelly
BEL AIR, MD
CFP
Thomas Joseph Cusick
BEL AIR, MD
CFP
Chad Thomas Arrington
BEL AIR, MD
CFP

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