Indya Kellman (CRD# 5827738) is an Investment Advisor Representative working at Lpl Financial LLC in Stony Point, NY and has over 13 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 5834533
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Basking Ridge, NJ | Apr 2023 - Current | 1 |
| Affinity Investment Services | Basking Ridge, NJ | Apr 2023 - Current | 1 |
| N/a | South Hackensack, NJ | Sep 2018 - Current | 5 |
| Raymond James Financial Services Advisors, Inc. | Hackensack, NJ | Sep 2019 - Apr 2023 | 3 |
| Raymond James Financial Services, Inc. | Hackensack, NJ | Sep 2019 - Apr 2023 | 3 |
| Lakeland Bank | Hackensack, NJ | Sep 2019 - Apr 2023 | 3 |
| Lakeland Financial Services Agency | Hackensack, NJ | Sep 2019 - Apr 2023 | 3 |
| Lakeland Financial Services | Hackensack, NJ | Sep 2019 - Apr 2023 | 3 |
| Lakeland Financial Services | Hackensack, NJ | Sep 2019 - Apr 2023 | 3 |
| M&t Securities Inc. | North Bergen, NJ | Jun 2016 - Aug 2019 | 3 |
| M&t Securities Inc. | North Bergen, NJ | Jun 2016 - Aug 2019 | 3 |
| First Niagara Investment Services | Stony Point, NY | Dec 2014 - Jun 2016 | 1 |
| First Niagara Investment Services | Stony Point, NY | Dec 2014 - Jun 2016 | 1 |
| Lpl Financial | Charlotte, NC | Aug 2010 - Jun 2016 | 5 |
| Lpl Financial | Charlotte, NC | Aug 2010 - Jun 2016 | 5 |
| First Niagara Bank | Maple Glen, PA | Jun 2010 - Dec 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2010 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2014 |
- NJ
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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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