JK
Julie Kelly
from Logan Capital Management, Inc.
Julie Kelly is a financial advisor based in Pennsylvania, Newtown Square,
with 22 years of experience. Julie currently works for
Logan Capital Management, Inc..
Julie maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Julie Kelly works at Logan Capital Management, Inc.
Logan Capital Management, Inc. is a financial advisory firm based in Newtown Square, Pennsylvania. It currently has approximately $1,654,049,555 of assets under management and employs about 35 people. Logan Capital Management, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
5 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
3843 West Chester Pike, Suite 150, Newtown Square, Pennsylvania, 19073
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