Kevin Keller, financial advisor Catawba SC

Kevin Keller

CRD Number: 1704074
Current Firm: Delta Investment Management, LLC

Kevin Keller (CRD# 1704074) is an Investment Advisor Representative working at Delta Investment Management, LLC in Catawba, SC and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Delta Investment Management, LLC Catawba, SC Apr 2019 - Current 4
Northstar Financial & Retirement Planning, LLC Charlotte, NC Feb 2018 - Current 5
Keller Carolina Realty Group Charlotte, NC Feb 2018 - Current 5
Kp Farms Carlisle, SC Dec 2001 - Current 22
Retirement Wealth Advisors, Inc. Charlotte, NC Jun 2018 - Apr 2019 < 1
Formulafolio Investments, Inc. Charlotte, NC Jun 2018 - Apr 2019 < 1
The O. N. Equity Sales Company Cincinnati, OH Aug 2013 - Feb 2018 4
Ohio National Financial Services Charlotte, NC Feb 2011 - Feb 2018 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1992
S65 NASAA Investment Advisors Law Examination Sep 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kevin D. Keller
Phone Number: (415) 249-6337
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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