After graduating from the Mississippi State University in 1984, Kelly entered the oil industry with BJ Hughes as production engineer in Laurel, Mississippi.
In 1991, Kelly entered the financial planning industry with MetLife in Oklahoma City.
By 1996, Kelly felt that in order to give his clients the best quality products and services, he needed to become an independent financial advisor. He searched for an independent broker-dealer and joined Investment Concepts, affiliated with FFP Securities, Inc.
Kelly is an independent Investment Advisor Representative and is a Registered Representative of First Allied Securities, Inc., a San Diego based broker-dealer. These affiliations allow him to impartially offer both investment advisory services as a fee based planner and investment securities products.
Kelly has fulfilled all the requirements of education, experience, and character needed to become a Registered Financial Consultant®.
Kelly believes that the most important part of his job is to help his clients’ financial dreams become reality.