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Katherine Virginia Kelly

KELLY FINANCIAL GROUP, LLC·BEL AIR, Maryland
Clean recordKELLY FINANCIAL GROUP, LLC
48 EAST GORDON STREET, BEL AIR, MD 21014CRD# 7642956Firm CRD# 310140

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Katherine Virginia Kelly · BEL AIR, MD
Registration
CRD #7642956 · KELLY FINANCIAL GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Katherine Virginia Kelly is a registered financial advisor based in BEL AIR, Maryland, affiliated with KELLY FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
KELLY FINANCIAL GROUP, LLC
THE KELLY GROUP
AUM
$811M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at KELLY FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7642956
Firm CRD# 310140
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Katherine Virginia Kelly offer?
Katherine Virginia Kelly specializes in Financial Planning, Investment Management. Contact their office in BEL AIR, Maryland for a consultation.
What are Katherine Virginia Kelly's credentials?
Katherine Virginia Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katherine Virginia Kelly located?
Katherine Virginia Kelly 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 Katherine Virginia Kelly charge for services?
Katherine Virginia Kelly'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
Anika Simonne Jones
BEL AIR, MD
Charles Robert Wolpoff
BEL AIR, MD
Thomas Joseph Cusick
BEL AIR, MD
Chad Thomas Arrington
BEL AIR, MD

More Advisors in BEL AIR, Maryland

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Daniel Joseph Novak
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Research
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