Kelli Martin (CRD# 6096243) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Seal Beach, CA and has over 11 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Td Ameritrade Inc. | Seal Beach, CA | Feb 2023 - Current | 1 |
| Charles Schwab & Company, Inc. | Seal Beach, CA | Sep 2021 - Current | 2 |
| Charles Schwab Bank, Ssb | Seal Beach, CA | Sep 2021 - Current | 2 |
| Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - Sep 2021 | 3 |
| Fidelity Investments | Irvine, CA | Jul 2012 - Sep 2021 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2014 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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