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Kelly Long, CTFA, CFP®

Kelly Long, CTFA, CFP®

CFP®, CTFA, Senior Portfolio Administrator

Followers of Kelly Long, CTFA, CFP®141 followers
location of Kelly Long, CTFA, CFP®Greater Philadelphia

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  • Timeline

  • About me

    Vice President at 1919 Investment Counsel

  • Education

    • West Chester University of Pennsylvania

      1995 -
      Bachelor of Science Business Administration and Management, General

    • West Chester University of Pennsylvania

      -
      Bachelor's degree Business Management

    • CFP Board

      2018 -
      Certified Financial Planner

  • Experience

    • 1919 Investment Counsel, LLC

      Aug 2003 - now
      CFP®, CTFA, Senior Portfolio Administrator

  • Licenses & Certifications

    • Certified Trust and Financial Advisor (CTFA)

      American Bankers Association
      Oct 2022

    • Certified Financial Planner (CFP)

      CFP Board