Lawrence Kelly
Lawrence Kelly is a ChFC-designated registered investment advisor at Independent Financial Group, LLC, based in Doylestown, PA, with 53 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
350 South Main Street, Suite 110, Doylestown, PA, 18901
Get directionsHistory
Regulatory History (3)
Judgment / Lien
September 2007Judgment / Lien
July 2006Judgment / Lien
June 1999Other Business ActivitiesSells Insurance
Lawrence uses "Kelly Financial Services" as a DBA name for marketing purposes. He also sells and services life and disability insurance to clients and manages rental property through Kelly Sandcastles LLC and Larami, LP, dedicating a few hours per week to these activities.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Equity Services, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
John Hancock Distributors, INC.Broker
State Registrations1 state
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.