Profile
Mr. Kelly joined Capital Advisors in 2010.
His career in the financial services industry includes investment executive roles with Merrill Lynch, MidFirst Bank and RBC Dain Rauscher.
Mr. Kelly holds a BA in economics from the University of Oklahoma.
He received the Certified Investment Management Analyst designation in 2007.
Former positions of C. Brad Kelly
| Companies | Position | End |
|---|---|---|
Capital Advisors, Inc. (Oklahoma)
 Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | Corporate Officer/Principal | 2010-09-01 |
Training of C. Brad Kelly
| University of Oklahoma | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | Finance |
- Stock Market
- Insiders
- C. Brad Kelly
