Kelly Ilene Hale

Employer firm

Rbc Capital Markets, LLC CRD 31194

$310B regulatory AUM 1,893 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2008 → Present
  Rbc Capital Markets Corporation
  Portland, OR

Other Businesses

(1) AWIS; ADDRESS: PO BOX 880689, SAN DIEGO, CA 92168; BUSINESS DESCRIPTION: INSURANCE/TRUCKING; NOT INVESTMENT RELATED; START DATE: 03/01/2013; CAPACITY: OWNER-PASSIVE; DUTIES: NONE; HOURS DEVOTED PER WEEK: 0; HOURS DEVOTED DURING SECURITIES HOURS PER WEEK: 0 (2) DE LA SALLE COLLEGE PREPARATORY; ADDRESS: 11999 SE FULLER RD MILWAUKIE, OR 97222; BUSINESS DESCRIPTION: HIGH SCHOOL; NOT INVESTMENT RELATED; START DATE: 01/11/2009; CAPACITY: BOARD OF DIRECTORS; DUTIES: PROMOTING ADVANCEMENT FOR THE SCHOOL; HOURS DEVOTED PER WEEK: 1; HOURS DEVOTED DURING SECURITIES HOURS PER WEEK: 0 (3) U OF O HEALTH SCIENCE FOUNDATION; ADDRESS: 1121 SW SALMON STREET, STE 100, PORTLAND, OR 97205; BUSINESS DESCRIPTION: NOT FOR PROFIT (OHSU); NOT INVESTMENT RELATED; START DATE: 07/01/2017; CAPACITY: BOARD OF DIRECTORS; DUTIES: BOARD OF TRUSTEES; HOURS DEVOTED PER WEEK: 4; HOURS DEVOTED DURING SECURITIES HOURS PER WEEK: NONE. (4) ROBERT J. KILKENNY TRUST; ADDRESS: EASTERN OREGON; NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: MY DECEASED FATHERS FARMING OPERATION; CAPACITY: CO-TRUSTEE; START DATE: 10/23/2018; DUTIES: OPERATING THE TRUST FOR; HOURS DEVOTED PER MONTH: 5; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-12-10
• S63 Uniform Securities Agent State Law Examination
  1989-05-25

Other Names

• Kelly Ilene Kilkenny
• Kelly Gall
• Kelly Gall Kilkenny
• Kelly Kilkenny Gall
• Kelly Ilene Kilkenny