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KF

Keith Francis Schmitt

Investment Adviser Representative at KELMAN LAZAROV INC

Memphis, TNCRD #4931657Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
21 yrs
States Registered
18 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 18 states
AlabamaArkansasCaliforniaColoradoDistrict of ColumbiaFloridaIndianaKansasLouisianaMassachusettsMississippiMontanaNew MexicoNorth CarolinaRhode IslandTennesseeTexasVirginia
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/30/2006
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/11/2005

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0115
Source

Kelman Lazarov Inc Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

KELMAN LAZAROV INCCurrent
12/13/2011Memphis, TN
KELMAN LAZAROV INC
9/16/20084/19/2010Memphis, TN
FTB ADVISORS, INC.
7/13/20068/4/2008Collierville, TN

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at KELMAN LAZAROV INC

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View KELMAN LAZAROV INC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Keith Francis Schmitt has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.