Kevin Lawrence Kelly
Investment adviser representative at Cetera Investment Advisers LLC
16 yearsExperience
4 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Legacy Tax & Accounting, LLCJan 2024 to now
- Harvard Risk ManagementJan 2016 to now
- Legacy Capital Advisors, LLCJul 2013 to now
- Resurgens Investments, LLCApr 2012 to now
- Avantax Advisory ServicesMar 2021 to Sep 2025
- Avantax Insurance Agency, LLC.Mar 2021 to Sep 2025
- Avantax Investment Services Inc.Mar 2021 to Sep 2025
- Ifg Advisory, LLCNov 2013 to Mar 2021
- LPL Financial, LLCOct 2010 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 4 states (GA, NC, NV, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 2293119
- Firm CRD
- 105644