The Kelly Group hosts industry professionals

On July 17, The Kelly Group hosted several industry professionals at an all-day conference to discuss industry trends and opportunities in the ever-evolving wealth management industry. Reflecting The Kelly Group’s respected standing, our guests traveled significant...

Bryan Kelly on PIMCO Advisory Council

        From June 27-29, Bryan attended the PIMCO Independent Financial Advisor Advisory Council meeting at PIMCO headquarters in Newport Beach, CA.  Bryan is a founding member of PIMCO’s Advisory Council, which consists of a select number of advisors...

Bryan Kelly meets with Cambridge Top Execs

From June 11-14, Bryan Kelly met with top executives of Cambridge Investment Research, Inc.–The Kelly Group’s Registered Investment Advisor– to discuss challenges and opportunities posed by significant recent developments in the financial services...

Arrington attends New Century Council Meeting

The New Century Council of Cambridge Investment Research, Inc. met in Newport Beach on May 3, 2017.  Chad Arrington (pictured on far left) is a member of the council and attended and presented during the collaborative sessions focusing on topics such as helping...