Lelamarie Kelly, financial advisor Venice CA

Lelamarie Kelly

CRD Number: 7497581
Current Firm: Life Unlocked Partners LLC

Lelamarie Kelly (CRD# 7497581) is an Investment Advisor Representative working at Life Unlocked Partners LLC in Venice, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Leyland Cypress LLC Long Beach, CA Dec 2023 - Current < 1
Life Unlocked Partners LLC Venice,, CA Dec 2021 - Current 2
Tennenbaum & Kelly, Inc. Venice, CA Jan 2011 - Current 13
Law Office Of Lelamarie S. Kelly Manhattan Beach, CA Jan 2011 - Current 13
Carbon Law Group Los Angeles, CA Apr 2021 - Jun 2023 2
Rgp Legal Los Angeles, CA Jun 2018 - Dec 2018 < 1
Major, Lindsay, Africa Los Angeles, CA Jun 2016 - Aug 2016 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2024
Contact Info for Lelamarie Kelly
Phone Number: 888-278-2080
Registered State(s):
  • CA
Current Firm Details
Life Unlocked Partners LLC
Firm's CRD Number: 318642
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $351,023
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA

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