Keith Spelmon (CRD# 2782504) is an Investment Advisor Representative working at Eudaimonia Partners, LLC in Decatur, GA and has over 27 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eudaimonia Partners, Llc Dba Phoenix Asset Advisors LLC | Decatur, GA | Aug 2019 - Current | 4 |
| M.s. Howells & Co | Scottsdale, AZ | Oct 2016 - Current | 7 |
| Harmony Grove Wealth Management, LLC | Athens, GA | Oct 2016 - Aug 2019 | 2 |
| Wells Fargo Advisors LLC | Atlanta, GA | Jan 2010 - Oct 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1996 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2004 |
- CA
- GA
- TX
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Total Assets Under Management785MILLIONS
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Total Number of Accounts3,036ACCOUNTS
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Average Account Value$258,427
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, CO, CT, FL, GA, IL, IN, KY, LA, MI, NC, NE, NH, NJ, NY, OH, OK, PA, SC, TN, TX, VA
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