Advisor Alert: Our Attorneys Are Investigating Kevin Lawrence Kelly For Investment Fraud
Did You Lose Money Because of Kevin Kelly?
Filed: February 15, 2024
Kevin Kelly currently has two (2) pending customer complaints. Overall, he has been the subject of two (2) customer complaints. As an investor, you may be entitled to compensation for losses accrued due to mismanagement of your investments.
Let’s begin our Patil Law Advisor Alert with a summary report on Kevin Lawrence Kelly.
Who Is Kevin Lawrence Kelly of Avantax Investment Services, Inc. and Avantax Advisory Services?
- Advisor Name: Kevin Lawrence Kelly
- Aliases: Kevin Kelly
- CRD: 2293119
- Location: Atlanta, Georgia
- Current Employer: Avantax Investment Services, Inc. and Avantax Advisory Services
- Previous Firms: LPL Financial LLC and IFG Advisory, LLC
- Number of Known Customer Complaints: 2
- Can Kevin Kelly Be Sued: Yes, in Private Arbitration
- Can Kevin Kelly’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
- Highest Damages Allegation: $585,000
- Highest Settlement: Unknown
If you have suffered investment losses by Kevin Kelly, we strongly encourage you to exercise your rights to experienced legal representation. Recover what is owed to you by retaining an investment fraud lawyer. Reach out to the legal team at Patil Law, P.C. via the secure online form or call the firm directly toll-free at 1-800-950-6553.
Customer Complaints Filed Against Kevin Kelly For Broker Misconduct
As of this publication date, Kevin Kelly has been the subject of 2 customer disputes. Let’s review them below.
In August 2023, a complaint was filed against or in reference to Kevin Kelly by multiple customers of Avantax Investment Services, Inc. alleging that the investments they purchased were not suitable. Per the customers, they lost over $585,000 because of Mr. Kelly’s actions. As of this publication date, this claim remains pending.
In August 2023, a complaint was filed against or in reference to Kevin Kelly by a customer of Avantax Investment Services, Inc. alleging that certain investments that she purchased were unsuitable and/or unauthorized. Per the customer, she lost over $473,739.14 because of Mr. Kelly’s actions. As of this publication date, this claim remains pending.
How To File A Claim Against Kevin Kelly of Avantax Investment Services, Inc. and Avantax Advisory Services (previously with LPL Financial LLC and IFG Advisory, LLC) To Get Your Money Back
If you have questions about Kevin Kelly, Avantax Investment Services, Inc., Avantax Advisory Services, LPL Financial LLC, IFG Advisory, LLC, or the management or performance of your accounts, please contact Attorney Patil for a free initial consultation via email or toll-free at 1-800-950-6553.