Kelly Bartko
Kelly Bartko is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Dublin, OH, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
655 Metro Place S., Ste. 260, Dublin, OH, 43017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kelly is an owner of Robinson, Piazza, & Jones LLC, a support company, since 2007. This activity requires minimal time commitment.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.Broker
State Registrations26 states
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