Christopher KellerCRD Number: 3273986
Current Firm: Waldron Private Wealth
Christopher Keller (CRD# 3273986) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 22 years of experience in the finance industry. Christopher Keller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cetera Advisor Networks LLC
Avantax Advisory Services
|Waldron Private Wealth||Bridgeville, PA||Mar 2011 - Current||11|
|Purshe Kaplan Sterling Investments||Albany, NY||Feb 2013 - Dec 2018||5|
|Lpl Financial||Bridgeville, PA||Mar 2011 - Dec 2013||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1999|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management4,138MILLIONS
Total Number of Accounts2,463ACCOUNTS
Average Account Value$1,680,007
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, DC, FL, MD, MI, NC, NH, NY, OH, PA, TX, VA, WV
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