Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Kelly is a financial advisor with over 50 years of experience in the industry. Lawrence is a Registered Representative with Independent Financial Group, LLC and is licensed in Florida, New Jersey, and Pennsylvania. Lawrence Kelly also holds Series 7, Series 63, and Series 1 licenses and is a Chartered Financial Consultant. Lawrence Kelly has been with Securities America, Inc. and Cambridge Investment Research, Inc. in the past. Lawrence Kelly specializes in providing financial planning, investment management, and insurance services to individuals, families, businesses, and retirement plans. Lawrence Kelly's firm, Independent Financial Group, LLC is a registered investment advisor with over $6.7 billion in assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
03/21/2023 - Present
Independent Financial Group, LLC (DOYLESTOWN PA)
PA
03/06/2015 - 01/03/2023
SECURITIES AMERICA, INC. (DOYLESTOWN PA)
PA
05/16/2014 - 07/15/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (DOYLESTOWN PA)
PA
01/03/2012 - 12/31/2013
CADARET, GRANT & CO., INC. (DOYLESTOWN PA)
PA
11/15/2011 - 12/31/2011
HORNOR, TOWNSEND & KENT, INC. (DOYLESTOWN PA)
PA
01/04/2001 - 11/09/2011
HORNOR, TOWNSEND & KENT, INC. (DOYLESTOWN PA)
VT
02/15/1990 - 12/31/2000
EQUITY SERVICES, INC. (MONTPELIER VT)
MA
09/13/1971 - 02/05/1990
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
09/13/1971 - 12/31/1989
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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