linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert Kelly

Trust Advisory Group Ltd.

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

About Robert Kelly

Robert Kelly is a financial advisor with Trust Advisory Group Ltd. located in Woburn, MA. Robert Kelly has been in the financial services industry for over 8 years. Robert Kelly holds the Series 66, Series 24, Series 7, Series 99 and SIE licenses. Robert Kelly provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Robert Kelly is currently registered with Trust Advisory Group Ltd.. Trust Advisory Group Ltd. is an investment advisor located in BIRMINGHAM, AL. The firm has 43 investment advisor representatives and manages $560,370,155 in regulatory assets under management. Trust Advisory Group Ltd. primarily provides financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. The firm serves individuals, high-net-worth individuals, pension and profit-sharing plans, and state or municipal government entities.
Trust Advisory Group Ltd.

2 PERIMETER PARK SOUTH

BIRMINGHAM, AL 35243

$560.37M

Assets Under Management

11

Total Clients

36

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

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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

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.

Robert Kelly’s Registration & Firm History

MA

08/21/2019 - Present

Trust Advisory Group Ltd. (Woburn MA)

Not sure if Robert Kelly is right for you?

Licenses & Designations

BOTH

Issued 06/08/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/22/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/2018

Series 7 - General Securities Representative Examination

BC

Issued 09/11/2014

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

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