James Kelley, CFP
Capital Planning LLC
Certified Financial Planner in Bellevue, WA
Address:10900 Northeast Fourth Street, Suite 1030
Bellevue, WA 98004
About James Kelley
James Kelley is a financial professional at Capital Planning LLC located in Bellevue, Washington. James Kelley holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
James Kelley provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
James Kelley10900 Northeast Fourth Street, Suite 1030
Bellevue, WA 98004
Phone Number:
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Website:
http://www.capplanllc.com/
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