Raymond Kelly
Raymond Kelly is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 24 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,822 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bankers Life Advisory Services (BLAS) charges an annual fee for managing your investment portfolio, ranging from 0.50% to 2.5% of the portfolio's value. This fee is negotiable. The fee is deducted from your account quarterly in advance.
Location
303 E. Wacker Drive, Ste 500, Chicago, IL, 60601
Get directionsHistory
Regulatory History (1)
Judgment / Lien
December 2023Other Business ActivitiesSells Insurance
Raymond is an insurance agent for Bankers Life and Casualty Company, selling health, life, and annuity products, taking about half of his time. He also does freelance digital marketing for health/fitness products a few hours per week as a hobby with his children.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Allianz Life Financial Services, LLCBroker
Advisors Capital Management, LLC
Curian Capital, LLC
Curian Clearing, LLCBroker
PNC InvestmentsBroker
Fidelity Investments Institutional Services Company, INC.Broker
Blackrock Investment Management LLC
Blackrock Investments, INC.Broker
Merrill Lynch Investment Managers LP
Fam Distributors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations5 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.