William P. Kelly
Professional summary
William Patrick Kelly, who also goes by Bill Kelly, is a registered financial advisor currently at GENEROUS WEALTH MANAGEMENT located in Hull, Massachusetts.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. William has worked at 6 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Patrick Kelly's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 28, 2024 - Present
GENEROUS WEALTH MANAGEMENT
December 14, 2010 - December 24, 2023
VERITY CAPITAL MANAGEMENT, LLC
March 28, 2005 - December 31, 2010
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
August 24, 2004 - March 28, 2005
CAMBRIDGE INVESTMENT RESEARCH, INC.
August 17, 2004 - December 31, 2010
CAMBRIDGE INVESTMENT RESEARCH, INC.
May 5, 2004 - July 16, 2004
IDS LIFE INSURANCE COMPANY
May 5, 2004 - July 16, 2004
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/28/2024)
Exams
Current Firm
GENEROUS WEALTH MANAGEMENT
CRD#: 318091 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 216 |
| AUM (Assets Under Management) | $ 45,347,724 |
Red Flags
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