Indya Kellman
Investment adviser representative at LPL Financial LLC
10 yearsExperience
3 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Affinity Investment ServicesApr 2023 to now
- LPL Financial LLCApr 2023 to now
- N/aSep 2018 to now
- Lakeland BankSep 2019 to Apr 2023
- Lakeland Financial ServicesSep 2019 to Apr 2023
- Lakeland Financial Services AgencySep 2019 to Apr 2023
- Raymond James Financial Services Advisors, Inc.Sep 2019 to Apr 2023
- Raymond James Financial Services, Inc.Sep 2019 to Apr 2023
- M&t Securities Inc.Jun 2016 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5827738
- Firm CRD
- 6413