Paul Kelley
Paul Kelley is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Lone Oak, TX, with 22 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
Lone Oak, TX
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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
Paul is an independent insurance agent for various companies, dedicating minimal time to this activity. He is also the President of Friendly Financial and a board member of the Masonic Lodge of Greenville, TX, and an advisory rep of an RIA, dedicating full-time hours to this.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Fortune Financial Services, INC.Broker
Allstate Financial Services, LLCBroker
Allstate Financial Services, LLCBroker
Investment Professionals, INC.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
American Express Financial Advisors, INC.
State Registrations6 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.