Edward Arthur Mckelvey

Employer firm

Rfg Advisory, LLC CRD 158401

$7.97B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2002 → Present
  Mckelvey Financial
  Ramona, CA
• 08/2016 → 12/2020
  215 Advisors, Llc
  Phoenix, AZ
• 09/2020 → 01/2023
  Heritage Wealth Management, Llc
  Phoenix, AZ
• 01/2023 → Present
  Rfg Advisory, Llc
  Peoria, AZ

Previous Registrations

• 2020-09-16 → 2023-01-25
  Heritage Wealth Management, Llc
  Phoenix, AZ
  Peoria, AZ
• 2016-08-08 → 2021-01-07
  215 Advisors, Llc
  Ramona, CA
  Phoenix, AZ
  Peoria, AZ
• 2009-02-04 → 2016-08-11
  Voya Financial Advisors, Inc.
  San Diego, CA
  Ramona, CA

Other Businesses

NAME OF OTHER BUSINESS: MCKELVEY FINANCIAL; INVESTMENT-RELATED: YES; ADDRESS: 8455 W ALYSSA LN, PEORIA, AZ 85383-4811; NATURE OF BUSINESS: INSURANCE; POSITION/TITLE: OWNER/INDEPENDENT INSURANCE AGENT; START DATE: 12/13/2002; APPROXIMATE HOURS/MONTH: 30 HOURS; APPROXIMATE HOURS/MONTH DURING SECURITIES TRADING HOURS: 30; DUTIES: INDEPENDENT INSURANCE AGENT; FIXED INSURANCE SALES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-10-31
• S63 Uniform Securities Agent State Law Examination
  2008-08-04

Other Names

• Ed Mckelvey