Kristen Chambers (CRD# 6750447) is an Investment Advisor Representative working at Lawley Retirement Advisors in Buffalo, NY and has over 2 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 |
|---|---|---|---|
| Royal Alliance Associates, Inc. | Buffalo, NY | Apr 2023 - Current | 1 |
| Lawley Retirement Advisors, LLC | Buffalo, NY | Jul 2021 - Current | 2 |
| Lawley Retirement Advisors | Buffalo, NY | Feb 2018 - Current | 6 |
| Royal Alliance Associates, Inc. | Buffalo, NY | May 2022 - Dec 2022 | < 1 |
| Cadaret, Grant & Company, Inc. | Buffalo, NY | Apr 2018 - May 2022 | 4 |
| Nylife Securities LLC | Williamsville, NY | Nov 2017 - Mar 2018 | < 1 |
| New York Life Insurance Company | Williamsville, NY | Jan 2017 - Mar 2018 | 1 |
| Roi Investments | Buffalo, NY | Jan 2016 - Feb 2018 | 2 |
| Homemaker | Williamsville, NY | May 2012 - Dec 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2023 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
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Total Assets Under Management1,663MILLIONS
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Total Number of Accounts154ACCOUNTS
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Average Account Value$10,801,646
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Pension consulting services
- Other
NY
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