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Robert Iver Kelley

Country Capital Management Co.

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About Robert Iver Kelley

Robert Kelley has been a registered investment advisor for over 20 years. Robert's career in the securities industry began in 1997. Robert holds a Series 7, Series 63 and Series 65 license and is registered to conduct business in Illinois with Country Capital Management Co. Robert's current employment with Country Capital Management Co. began in June 2001. Robert has been active in the industry since June 5, 2001.

Firm Information

Robert Kelley is currently registered with Country Capital Management Co.. Country Capital Management Co. is a corporation that was formed on August 4, 1965. The firm is registered with the SEC and in 30 states.

Not reported

Assets Under Management

Not reported

Total Clients

866

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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Robert Kelley’s Registration & Firm History

IL

06/06/2001 - Present

Country Capital Management Co. (GLEN ELLYN IL)

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Licenses & Designations

IA

Issued 10/14/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/12/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/14/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Robert Iver Kelley. Review regulatory record here.
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