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Liam Colin Kelly

Kpmg Corporate Finance LLC

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About Liam Colin Kelly

Liam Kelly has been active in the financial industry since 2007. Liam is currently registered as a representative of KPMG Corporate Finance LLC, where Liam has been employed since 2007. Liam is licensed to provide investment advice in 34 states.

Firm Information

Liam Kelly is currently registered with Kpmg Corporate Finance LLC. Kpmg Corporate Finance LLC is a Limited Liability Company formed in February 2000. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It is also registered with the Securities and Exchange Commission (SEC).

Not reported

Assets Under Management

Not reported

Total Clients

53

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Liam Kelly’s Registration & Firm History

CA

04/20/2007 - Present

Kpmg Corporate Finance LLC (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 05/11/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/22/2008

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Liam Colin Kelly.
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