Ian R. Kelly-thomas
Professional summary
Ian Robert Kelly-thomas, AIF® is a registered financial advisor currently at IKT HOLDINGS, INC. located in San Diego, California.
Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Ian has worked at 9 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ian Robert Kelly-thomas's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 21, 2021 - Present
IKT HOLDINGS, INC.
March 13, 2019 - January 14, 2020
AFFINITY FINANCIAL ADVISORS
June 30, 2015 - March 5, 2019
CETERA INVESTMENT SERVICES LLC
June 30, 2015 - March 5, 2019
CETERA FINANCIAL SPECIALISTS LLC
June 30, 2015 - March 5, 2019
CETERA ADVISORS LLC
June 29, 2015 - March 5, 2019
CETERA WEALTH SERVICES, LLC
April 9, 2015 - March 5, 2019
FIRST ALLIED ADVISORY SERVICES, INC.
April 8, 2015 - March 5, 2019
FIRST ALLIED SECURITIES, INC.
February 12, 2007 - April 22, 2015
LPL FINANCIAL LLC
November 30, 2005 - April 22, 2015
LPL FINANCIAL 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
(12/21/2021)
Exams
Current Firm
IKT HOLDINGS, INC.
CRD#: 316459 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 364,320 |
Red Flags
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