Advisor at Finco Investment Services, Inc.
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Firm
Finco Investment Services, Inc.
Location
Gilbert, AZ
Credentials
Series 65
Industry experience
20 years
Raymond Kelsey is a financial advisor at Finco Investment Services, Inc. in Gilbert, AZ, holding a Series 65 designation with 20 years of industry experience. He has been with Finco since 2012. Finco Investment Services, Inc. serves individuals, trusts, estates, charitable organizations, corporations, and other business entities, providing discretionary portfolio management along with financial consulting and planning services. The firm employs a proprietary screening process combining fundamental and technical analysis to tailor investment allocations based on client risk tolerance and time horizon.
Based on Finco Investment Services, Inc.
$0 - $2,500,000: 0.90% annually Above $2,500,000+: 0.75% annually
$150 - $250 per hour
Account minimum: $500,000
Gilbert, AZ
Arizona · Pennsylvania
Finco Investment Services, Inc.
2012 - Present (14 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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