Client Relationship Summary | KFG

top of page

Client Login
Schedule Meeting
Blog
More

Use tab to navigate through the menu items.

Services
Resources
Meet Your Team
Contact

Stratos Relationship Summary

LPL Relationship Summary

LPL's 2024 Outlook

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Phase Marketing LLC to provide information on a topic that may be of interest. Phase Marketing LLC is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through LPL Financial. Member FINRA & SIPC.

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, Ltd. and The Kelley Financial Group are separate entities from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AR, CA, CO, DC, FL, GA, HI, ID, IL, KS, MD, MI, MS, NC, NH, NY, NV, OH, OK, PA, SC, TN, TX, VA, WA, WI, WV, and VT.

LPL Financial, Forbes and SHOOK Research are separate entities.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

Contact

The Kelley Financial Group

Phone: (412) 528-1920

Fax: (412) 528-1920

1605 Carmody Ct #301

Sewickley, PA 15143

Disclosures

Form CRS - Stratos Wealth Partners

Form CRS - LPL Financial

© 2023 The Kelley Financial Group LLC.

bottom of page