Royal Alliance Associates
Chris Kelly, CFP® is a Wealth Advisor with extensive experience in the financial industry. Kelly has worked for various companies in roles such as Sales Executive, Financial Advisor, and Wealth Manager. Kelly's current focus is on working with entrepreneurs and executives to maximize wealth, minimize tax liability, and protect assets. With an MBA in Business & Finance from Pepperdine Graziadio Business School, Kelly is well-equipped to provide sound financial advice to clients.
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Royal Alliance Associates
Put Our Strengths To Work For You. The high-performing professionals we serve rely on the resources we offer as a part of one of America ’s largest networks of independent advisors. Our customer-driven approach is focused on meeting the unique demands of your business; we never forget that supporting your business is our business. Our strengths, together with those of our valued advisors, provide powerful momentum to meet the next generation of challenges and opportunities. We are the broker-dealer with: • Our incredibly liberating All Ways Open ArchitectureSM • Flexible technology geared to your way of thinking • Proven resources to enhance your growth • Service and support that meets the unique demands of your business • Leadership that listens and responds to your ideas Royal Alliance Associates, Inc. is a registered broker-dealer and registered investment adviser, Member FINRA and SIPC. FINRA: http://www.finra.org/ SIPC: http://www.sipc.org/ Social Media Disclosure: http://royalalliance.com/disclosures/socialmedia