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Richard K. Kelly
Registered Representative
Located at The Pinnacle Annuity Corporation
8535 E. Hartford Dr.
Suite 108
Scottsdale, AZ 85255
Map to My Office
Phone:
480.948.1048
Fax:
480.948.5427
Email Richard Kelly
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Richard K. Kelly is the President and Founder of The Pinnacle Annuity Corporation. Rick began his career in 1986 with a Wall Street Firm providng full financial services. He has been providing advice to affluent, soon to be, and current retirees since 1990. Utilizing a conservative approach to wealth creation and preservation, Rick guides his clients in defining their goals and then implements and monitors their stratgies.
Rick authors a variety of educational information for retirees including Wealthy Ideas, The Annuity Educator, Avoid Fraud, The Pinnacle List, and The 8 Golden Rules For Achieving and Preserving A Quality Retirement. His articles have been published in many publications which include Senior Magazine, The American Senior News, and Seniority News.
Rick has also been frequently featured in local radio shows and other media.
Personal Notes:
In his leisure, Rick enjoys spending time with his wife Charlene and their son Gavin. Together they live an active lifestyle with their cat, two dogs, and three horses. Rick enjoys riding the high desert and mountains of Arizona and mastering the techniques of natural horsemanship.
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Neither Foothill Securities, Inc. nor CUE Financial Group, Inc. is an affiliate of any Credit Union. Foothill Securities, Inc. is a registered broker/dealer and member of FINRA & SIPC. Both Foothill Securities, Inc. and CUE Financial Group, Inc. are SEC Registered Investment Advisors. Securities, advisory services, and insurance products are offered by Foothill Securities, Inc. CUE Financial Group, Inc. offers advisory services and insurance products. Investments and insurance products are not insured by the NCUA/NCUSIF or any other regulatory agency, are not deposits or obligations of, nor guaranteed by any Credit Union or any affiliated entity, and may lose value. Foothill Securities, Inc. and CUE Financial Group, Inc. may receive commissions in connection with insurance or securities transactions conducted through them.
Foothill Securities, Inc. is an independent broker/dealer not owned by a bank, credit union, insurance company or other financial institution. As an independent broker/dealer Foothill Securities, Inc. has no proprietary products and relies upon a multitude of third party product manufacturers to provide the products being offered. Foothill Securities, Inc., receives only the sales commission, trailing commissions, or fees as disclosed in the investment prospectus (as applicable) provided by the third parties. No special or additional compensation in any form is received from third parties for the sale of their products. Third parties are offered an opportunity to participate in conferences held by Foothill Securities, Inc. and CUE Financial Group, Inc., and both receive some remuneration that is used to help defray some of the conference expenses.
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