Kelly Martin (CRD# 6673831) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Amherst, NY and has over 6 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4690465
Key Investment Services LLC
CRD# 1604730
Lytle Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Investment Center Inc. | Amherst, NY | Nov 2017 - Current | 6 |
| Ic Advisory Services Inc. | Amherst, NY | Nov 2017 - Current | 6 |
| Invest Financial Corp | Tampa, FL | Feb 2017 - Nov 2017 | < 1 |
| Rainforest Cafe | Niagara Falls, NY | Apr 2015 - Feb 2017 | 1 |
| Global Wine & Spirits | Amherst, NY | Aug 2014 - Jun 2016 | 1 |
| Chili's Bar & Grill | Amherst, NY | Mar 2014 - Sep 2014 | < 1 |
| Tgifriday's | Buffalo, NY | Aug 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
- CA
- FL
- GA
- NY
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Total Assets Under Management2,141MILLIONS
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Total Number of Accounts6,011ACCOUNTS
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Average Account Value$356,194
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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