Ethan Kelly is a registered investment advisor at Rl2 Advisors, LLC, based in Jackson, MS, with 10 years of industry experience. Ethan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 23 clients with $5.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RL2 Advisors manages investments for an annual fee of up to 2% of the value of your portfolio. The fee is calculated at the end of each month or quarter. RL2 may also charge a performance fee of up to 20% to certain clients. You can end the agreement with 30 days written notice.
Location
317 East Capitol St, Ste 200, Jackson, MS, 39201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ethan is the Founder and CIO of Providence Capital Management, LLC, spending about a quarter of his time on this. He also works as a proprietary trader for Lux Trading Firm (about 10% of his time) and as a part-time attorney for Naderpour & Associates, P.A. (taking up more than a third of Ethan's time).
Employment History
Current Registrations
Rl2 Advisors, LLC
Previous Registrations
Rl2 Advisors, LLC
Kovack Advisors, INC.
Kovack Securities 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.