Nicholas J Welsh
Investment adviser representative at Lk&a Investment Counsel
13 yearsExperience
2 statesRegistered in
CFADesignation
$540.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Lawrence W. Kelly & Associates, Inc.Jul 2013 to now
- Lk&a Investment CounselApr 2005 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Lk&a Investment Counsel
Legal name: Lawrence W. Kelly & Associates, Inc.
$540.1MAssets managed
83Clients
2Advisers
41 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2289695
- Firm CRD
- 106635