Martin
Kelman

Kelman Lazarov Inc

CRD#1006879
Investment Advisor
in Memphis, TN

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About this Advisor

Martin Kelman is a financial advisor based in Memphis, Tennessee, working with Kelman Lazarov Inc. Martin has previously held positions at Kelman Lazarov, Inc, Kelman-Lazarov, Inc, Cetera Advisor Networks LLC, and Mutual Securities, Inc. Martin has passed the Series 63 regulatory exam and is registered to provide services in Louisiana, Tennessee, and Texas. Currently, Martin is part of Kelman Lazarov Inc, which operates out of Memphis, Tennessee. The firm has 15 employees and manages assets totaling $646.8 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Kelman Lazarov Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5100 Poplar Avenue Suite 2805
Memphis, TN 38137

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Kelman Lazarov Inc Brokerage Details

Total Assets Under Management

$646,843,637

TN Average: $730,596,643
Total Number of Employees

15

TN Average: 15
Total Number of Accounts

1,288

TN Average: 968
Average Account Size

$502,208

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

Martin Kelman Work History

2016 - Present (9 years)

Mutual Securities, Inc

1994 - Present (31 years)

Kelman-Lazarov, Inc

1981 - Present (44 years)

Kelman Lazarov, Inc

2013 - 2016 (3 years)

Cetera Advisor Networks LLC

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Disclosures

Please visit the SEC profile of Martin Kelman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kelman Lazarov Inc

Michael Munekata
Memphis, TN
Jacob Samuels
Memphis, TN
Christopher Purcell
Memphis, TN
Stephanie Goetsch
Memphis, TN
Keith Schmitt
Memphis, TN
Andrew Buzan
Memphis, TN
Patrick O'Hearn
Memphis, TN
April Lowery
Memphis, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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