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Paul K
Series 65, Series 66
Lone Oak, TX
Cambridge Investment Research Advisors
Paul Kelley is a financial advisor with Cambridge Investment Research Advisors. He holds Series 65 and Series 66 designations and has 23 years of industry experience. His prior work includes roles at Fortune Financial Services Inc., Allstate Insurance Co., and ownership of Friendly Insurance Agency, Inc., where he remains active as president. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides various portfolio management options with multiple custody arrangements and incorporates proprietary and third-party strategies.
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