Kelvin Miguel Martinezmontes
Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Esl Investment Services, LLCDec 2023 to now
- LPL Financial LLCJul 2023 to now
- Esl FcuSep 2022 to Nov 2025
- UnemployedAug 2022 to Sep 2022
- Triple O MechanicalNov 2021 to Aug 2022
- LululemonAug 2021 to Jan 2022
- Dr Earlene Siebold OphthalmologyMay 2021 to Jul 2021
- UnemployedOct 2020 to May 2021
- Health Direct PharmacyAug 2019 to Oct 2020
- Cvs PharmacyMar 2014 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7774782
- Firm CRD
- 6413