John Kelly is a ChFC-designated registered investment advisor, based in Monroe, LA, with 39 years of industry experience.
Location
2109 Tower Drive, Monroe, LA, 71201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is the owner of Strategic Advisors, Inc., an investment firm, since 1986. He also owns rental property through Tiger Bend Properties of Monroe LLC, spending minimal time on it, and is an insurance agent through Northstar/CLAH, spending a few hours per week. Additionally, he is an insurance agent and investment related consultant for Dragonstone Consultants LLC, spending about 10-20% of his time, and is a board member for International Student Foundation, spending a few hours per week.
Employment History
Current Registrations
Regulus Financial Group, LLCBroker
Regal Investment Advisors LLC
Previous Registrations
Carrington Advisors, LLC
Regulus Financial Group, LLCBroker
Regal Investment Advisors LLC
First Allied Securities, INC.Broker
Onyx Wealth Advisors, INC.
Cambridge Legacy Securities L.L.C.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Walnut Street Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Equico Securities, INC.Broker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.