Francis M. Kelly
IFRAH FINANCIAL SERVICES
Little Rock, AR 72223-5876
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CRD#: 1336443
Professional summary
Francis Matthew Kelly, CFP®, who also goes by Frank Kelly, is a registered financial advisor currently at IFRAH FINANCIAL SERVICES, INC. located in Little Rock, Arkansas.
Francis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Francis has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Comprehensive Financial Planni...
Asset Allocation
Investment Management
Employee Benefits
Getting Divorced
Retirement
Long-term Care
Are you a "fiduciary"?
Yes
Aliases
Frank Kelly
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
BUSINESS NAME: SOLAR SOURCE CONSULTING
BUSINESS TYPE: NON-INVESTMENT RELATED
BUSINESS ADDRESS: 27 OVERLOOK DRIVE
LITTLE ROCK, AR 72207
NATURE OF BUSINESS: CONSULTING AND MARKETING SERVICES FOR LOCAL SOLAR INSTALLER.
POSITION: OWNER
START DATE: OCTOBER 25 2008
MONTHLY HOURS SPENT ON BUSINESS: 35 HOURS
MONTHLY HOURS DURING TRADING HOURS: 12 HOURS
DUTIES: ADVICE RELATING TO INCREASING MARKET PENETRATION THROUGH ESTABLISHING RELATIONSHIPS WITH LOCAL AND REGIONAL ELECTRIC WHOLESALE DISTRIBUTORS. ASSIST IN CONSTRUCTING INSTALLING AND MANNING BOOTH DISPLAYS AT LOCAL SUSTAINABLE/GREEN EXPOSITIONS. CONDUCT SITE ANALYSIS FOR POTENTIAL SOLAR INSTALLATIONS, WITH OCCASIONAL, HANDS ON CONSTRUCTION, WIRING, ASSEMBLY, AND INSTALLATION OF PV AND SOLAR THERMAL SYSTEMS.
BUSINESS NAME: BEARSKIN SOLAR CENTER
BUSINESS TYPE: NON-INVESTMENT RELATED
BUSINESS ADDRESS: 27 OVERLOOK DRIVE
LITTLE ROCK, AR 72207
NATURE OF BUSINESS: SOLAR FARM
POSITION: OWNER
START DATE: OCTOBER 15, 2015
MONTHLY HOURS SPENT ON BUSINESS: 6 HOURS
MONTHLY HOURS DURING TRADING HOURS: 3 HOURS
DUTIES: EXECUTE LAND LEASE AGREEMENTS AND MANAGE PROPERTY
CRS (Client Relationship Summary) - RIA
Click below to view Francis Matthew Kelly's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1989
Experience
Current
February 1, 2006 - Present
IFRAH FINANCIAL SERVICES, INC.
Office #1: 17300 Chenal Parkway Suite 150, Little Rock, AR 72223-5876RIA
CRD#: 136925
Little Rock, AR
Past
July 30, 2001 - January 2, 2004
HUTCHINSON/IFRAH, INC.
BD
CRD#: 46568
LITTLE ROCK, AR
Past
November 12, 1997 - October 17, 2006
HUTCHINSON FINANCIAL, INC.
RIA
CRD#: 111913
LITTLE ROCK, AR
Past
November 20, 1989 - December 8, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
Past
November 19, 1989 - June 22, 1999
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
May 11, 1987 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
Past
February 21, 1985 - May 15, 1987
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IF
IFRAH FINANCIAL SERVICES, INC.
IFRAH FINANCIAL SERVICES, INC.
CRD#: 136925 / SEC#: 801-64962
RIA
Registered Investment Advisory firm - (11/29/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arkansas(2/1/2006)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
IF
IFRAH FINANCIAL SERVICES, INC.
IFRAH FINANCIAL SERVICES, INC.
CRD#: 136925 / SEC#: 801-64962
RIA
Registered Investment Advisory firm - (11/29/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
17300 Chenal Parkway Suite 150, Little Rock, AR 72223-5876
Mailing Address
Phone number
(501) 821-7733
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,437 |
| AUM (Assets Under Management) | $ 446,906,587 |
Red Flags
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Company Information
IFRAH FINANCIAL SERVICES, INC.
CRD#: 136925Little Rock, AR 72223-5876TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
