Thomas Kelly is an independent Wealth Manager with Apollo Wealth Advisors.. With more than 20 years of experience in the financial services industry, Thomas offers comprehensive financial planning and investment services to individuals and families, focusing on developing customized strategies that align with each client’s individual goals.
Thomas entered the industry in 1999, working with First Union Bank and Allstate. He worked for five years as a financial advisor with Citizen’s Bank. He transitioned into independence in order to provide more personalized service to his clients. He holds securities licenses 6, 7, 63, and 66 through LPL Financial.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.
For more information, call Thomas at (215) 536-7204 or email him at thomas.kelly@lpl.com.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2020 Five Star Wealth Managers.
Company Details
Apollo Wealth Advisors Questions
Apollo Wealth Advisors's website is http://www.apollowealthadvisors.net
Apollo Wealth Advisors's LinkedIn profile is https://www.linkedin.com/company/apollo-wealth-advisors
Apollo Wealth Advisors has
2 employees.
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Apollo Wealth Advisors's industry is
Financial Services
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Apollo Wealth Advisors's categories are Financial Services
