James Keeler (CRD# 2687076) is an Investment Advisor Representative working at Nationwide Investment Advisors, LLC in Columbus, OH and has over 28 years of experience in the finance industry.
CRD# 3176436
First Heartland Consultants, Inc.
CRD# 2898995
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6112873
Trinity Financial Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nationwide Investment Services Corporation | Columbus, OH | Nov 1995 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1995 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2007 |
- AZ
- OH
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Total Assets Under Management14,333MILLIONS
-
Total Number of Accounts273,511ACCOUNTS
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Average Account Value$52,404
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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