Kelli Diane Martin is an investment adviser representative (IAR) with state registration records since 2014, appearing at 3 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2021-10-06 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2023-02-24 | — |
| STRATEGIC ADVISERS LLC | 2014-11-18 | 2018-07-13 | — |