Kevin Iles has been an investment adviser representative at Kelly Financial Group since August 2020, and is not listed among the firm’s executive officers or direct owners. Kevin Iles holds a Bachelor of Science in Finance and Marketing from the University of Pittsburgh.
Kelly Financial Group, LLC is a Wethersfield, CT firm with $475M under management, 982 clients and 5 advisers across 4 offices, as of its July 2026 filing.
Kevin Iles is Financial Coach and Portfolio Manager of Hammond Iles Wealth Advisors. He joined the firm as a Client Relationship Manager in August 2018 and later became Financial Coach and Portfolio Manager. As a member of the Investment Management Committee, he provides fund research and trading and researches new ideas and best practices. He began his career at the Vanguard Group in Malvern, PA as a Brokerage Investment Professional.
Investment adviser representative registrations
Kevin Iles is registered as an investment adviser representative in 2 states. The first approvals date from August 2020; the most recent is Texas, in December 2021.
- ConnecticutSince 12 August 2020
- TexasSince 10 December 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 February 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 10 August 2017 |
| Series 7 | General Securities Representative Examination | 1 August 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kevin Patrick Iles
- CRD
- 6335018
- Firm
- Kelly Financial Group · CRD 136372
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2017
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- hiwealth.com
Where does Kevin Iles work?
Kevin Iles is an investment adviser representative registered through Kelly Financial Group, LLC since August 2020, and is not listed among the firm’s executive officers or direct owners.
Is Kevin Iles a financial advisor?
Yes. Kevin Iles has a current investment-adviser registration in Connecticut and Texas, through Kelly Financial Group since August 2020.
How many years of experience does Kevin Iles have?
Kevin Iles has 9 years in the financial industry, since August 2017, across 1 adviser firm.
What exams has Kevin Iles passed?
Kevin Iles has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in August 2017. FINRA credited Kevin Iles with the SIE, which began in October 2018.
Is Kevin Iles registered with FINRA?
Yes. Kevin Iles has a current broker registration, under CRD 6335018.
Source: FINRA BrokerCheck
How can I verify Kevin Iles’ record?
Search CRD 6335018 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Kevin Iles’ full registration record.
