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Kelly F Bashore

Addis & Hill, Incorporated

Wayne, PA

CRD 6632710

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Employer firm

Addis & Hill, Incorporated CRD 117495

$254M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Addis & Hill, Incorporated

200 W. Lancaster Ave Suite 203, Wayne, PA 19087 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2016-05-26
  • PA RA
    APPROVED
    Since 2016-05-26

Branch Locations

200 W. Lancaster Ave Suite 203, Wayne, PA 19087 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Addis & Hill, Inc. Wayne PA 03/2006 Present
  • 03/2006 → Present
    Addis & Hill, Inc.
    Wayne, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-26
  • S65 Uniform Investment Adviser Law Examination
    2016-05-26
Other Names
  • Kelly Ann Franklin

View on SEC IAPD

Nearby Firms

CHARLES SCHWAB & CO., INC.
PNC WEALTH MANAGEMENT LLC
HORNOR, TOWNSEND & KENT, LLC

Nearby Investors

JUSTIN J HILL
KENT RUSSELL ADDIS
Flynn Michael Ryan

Nearby Offices

CHARLES SCHWAB & CO., INC. · Wayne, PA
PNC WEALTH MANAGEMENT LLC · Wayne, PA
HORNOR, TOWNSEND & KENT, LLC · WAYNE, PA

More in Wayne, PA

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