linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Rich W Kelly

Equity Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Rich? Claim Your Profile

About Rich W Kelly

Rich Kelly has been in the financial services industry since 1986. Rich Kelly is a registered representative of Equity Services, Inc. and an Investment Advisor Representative in Oregon and Washington. Rich Kelly holds Series 63 and Series 7 licenses. In addition, Rich Kelly has a SIE license. Rich Kelly has experience working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Rich Kelly provides financial planning, portfolio management, and other services to clients. Rich Kelly’s office is located at Equity Services, Inc.

Firm Information

Rich Kelly is currently registered with Equity Services, Inc.. Equity Services, Inc. is a Vermont-based corporation founded in 1968. The firm provides financial planning, pension consulting, and educational seminars. They also offer portfolio management services for individuals and select other advisors. Equity Services, Inc. manages over $2 billion in assets for a variety of clients, including individuals, high-net-worth individuals, charitable organizations, corporations, and pension plans. The firm is registered with the SEC and in all 50 states.
Equity Services, Inc.

ONE NATIONAL LIFE DRIVE

MONTPELIER, VT 05604

$2.12B

Assets Under Management

204

Total Clients

615

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Rich Kelly’s Registration & Firm History

OR

08/22/1997 - Present

Equity Services, Inc. (PORTLAND OR)

Not sure if Rich W Kelly is right for you?

Licenses & Designations

BC

Issued 03/14/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rich W Kelly.
Not sure if Rich W Kelly is right for you?