Marti A. Bott
Professional summary
Marti Ailene Bott, CFP®, who also goes by Marti A. Bott, Marti A. Kelty, is a registered financial advisor currently at ARCHER INVESTMENT MANAGEMENT located in Hayden, Idaho.
Marti is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Marti has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Marti Ailene Bott's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 17, 2024 - Present
ARCHER INVESTMENT MANAGEMENT
July 17, 2023 - April 15, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
November 8, 2013 - March 30, 2016
AMERIPRISE FINANCIAL SERVICES, LLC
February 25, 2013 - March 30, 2016
AMERIPRISE FINANCIAL SERVICES, LLC
July 20, 2010 - January 14, 2013
STRASBAUGH FINANCIAL ADVISORY, INC.
Primary Firm SEC Registration
ARCHER INVESTMENT MANAGEMENT
CRD#: 146852 / SEC#: 801-120764
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/17/2024)
Exams
Series 7TO
Date: 7/17/2023
General Securities Representative ExaminationCurrent Firm
ARCHER INVESTMENT MANAGEMENT
CRD#: 146852 / SEC#: 801-120764
Contact information
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,101 |
| AUM (Assets Under Management) | $ 308,905,944 |
Red Flags
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