Kelly Long, CTFA, CFP®, Senior Portfolio Administrator
CFP®, CTFA, Senior Portfolio Administrator at 1919 Investment Counsel, LLC- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Greater Philadelphia
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Credentials
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Certified Trust and Financial Advisor (CTFA)
American Bankers AssociationOct, 2022- Nov, 2024 -
Certified Financial Planner (CFP)
CFP Board
Experience
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1919 Investment Counsel, LLC
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United States
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Financial Services
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1 - 100 Employee
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CFP®, CTFA, Senior Portfolio Administrator
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Aug 2003 - Present
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Education
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West Chester University of Pennsylvania
Bachelor's degree, Business Management
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