Robert Kelly is a registered investment advisor, based in Birmingham, AL, with 11 years of industry experience.
Location
2 Perimeter Park South, Suite 500 West, Birmingham, AL, 35243
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Stonex Securities INC.Broker
March 2025 - Present · 1 yr 1 mo
Stonex Securities INC.
March 2025 - Present · 1 yr 1 mo
Trust Advisory Group LTD
August 2019 - Present · 6 yrs 8 mos
Previous Registrations
Ages Financial Services, LTD.Broker
October 2014 - November 2024 · 10 yrs 1 mo
State Registrations1 state
MA
Advisor
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Exams
No exam information available for this advisor.