Sean J. Kelly
Lion's Share Financial of East Cobb
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $150,000
Minimum client income required: $75,000
Title: Registered Representative
Offering advice since: 1996
Areas of focus:
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Portfolio Management
- Retirement Planning
Further information about Sean J. Kelly:
Sean Kelly, President and Founder of Lion's Share Financial of East Cobb, brings over 13 years of financial investment advice and planning experience to clients and prospects. After developing his service and business models while working for a national brokerage firm, Sean founded Lion's Share in 2006.
Lion's Share Financial of East Cobb and the Kelly family support several community initiatives and activities, including:
* Little League Coach and Sponsor, East Side Baseball
* President, Homeowners Association
* Past Member, Parish Council and Spring Fling Coordinator, Holy Family Catholic Church
* Presenter of Faith & Finances seminars
* Active financial contributor to Special Olympics, Juvenile Diabetes Research Foundation and Veterans of Foreign Wars
Compensation and Fee Structures:
Sean offers a comprehensive portfolio review to prospective clients that is absolutely free of charge. Fees for investment products vary depending upon type of investment, length and additional features. We advocate investing sensibly over the long haul. We work side by side with you so that you're confident in and comfortable with the financial suggestions we make.
Licenses, Certifications & Affiliations:
Registered Representative in Georgia, South Carolina and Tennessee. Licensed insurance agent in Georgia as well as other select states.
Business Administration, University of Hawaii
Will provide references upon request?
Further information about Lion's Share Financial of East Cobb:
(Size of firm: 0-9 advisors)
Securities and Investment Advice offered though Capital Financial Services, Inc. Broker/Dealer Investment Advisor Member FINRA/SIPC.
Lion's Share has 6 professionals that place client objectives, responsiveness and service at the forefront of the advisor/client relationship. With a combined 80 years of experience in the financial services industry, our investment team brings a historical perspective to the financial planning process. Plus, our status as an independent firm allows us to offer a wide breadth of investment options to our clients and prospective clients. Our services are complemented by an in-house attorney who can assist with tax and estate planning issues.
Contact Information for Sean J. Kelly
Phone: (678) 213-5466
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Fax: (678) 213-2267
Address for Sean J. Kelly:
3535 Roswell Rd
Marietta, GA, 30062
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