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Credentials
Series 63, Series 65
Experience Industry experience
32 years
Location
Fort Kent, ME 04743
LPL Enterprise
Institution
Kelly Martin is a financial advisor at LPL Enterprise with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Martin serves as a trustee on the University of Maine System Board of Trustees, participating in multiple committees including Executive, Investment, Academic & Student Affairs, and Audit. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.
Based on LPL Enterprise
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services through LPLE where commissions and trails are earned; commissions on sales of insurance products.
Up to $500 per hour for financial planning and consulting services.
Fee-only: Financial planning and consulting fees typically range from $0 to $15,000 or up to $500 per hour, may be flat or hourly fees as negotiated; fees may be discounted or complimentary.
Fort Kent, ME
286 W Main St, Suite 101
Fort Kent ME 04743
Advisors at this office
1
Maine · Texas
32 years of industry experience
LPL Enterprise
2024 - Present • 2 years
Fort Kent, ME
Prudential Insurance Company of America
1993 - Present • 33 years
Fort Kent, ME
Pruco Securities, LLC.
1993 - 2024 • 31 years
Fort Kent, ME
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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