Kevin Kelly
Wealth Advisor @Investra
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WORK HISTORY
Wealth Advisor @Investra
Columbia, SC, US
Securities offered through LPL Financial, Member FINRA/SIPC. InVestra Financial Services is another business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.Third-party posts found on this profile do not reflect the views of LPL Financial as to accuracy or completeness.
EDUCATION
Winthrop University
Bachelor’s Degree, Finance-Financial Planning
NYU School of Professional Studies
Insurance Planning
ABOUT KEVIN KELLY
As a wealth advisor at Hergenroeder Financial Advisors, Inc, I enjoy building meaningful relationships with clients to better understand their values and unique perspective on finances. At HFA, we work as a team to create a personalized blueprint and implement various wealth management strategies.
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