James Keller (CRD# 6065274) is an Investment Advisor Representative working at Roland Financial Wealth Management LLC in Erie, PA and has over 9 years of experience in the finance industry.
CRD# 6679950
Hbks Wealth Advisors
CRD# 6100972
Hbks Wealth Advisors
CRD# 4843777
Hbks Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Roland Financial Wealth Management LLC | Erie, PA | May 2021 - Current | 3 |
| Roland Financial LLC | Erie, PA | May 2019 - Current | 5 |
| Ae Wealth Management, LLC | Topeka, KS | Jun 2019 - Dec 2022 | 3 |
| Td Ameritrade Investment Management, LLC | Erie, PA | Dec 2018 - May 2019 | < 1 |
| Td Ameritrade, Inc. | Erie, PA | Dec 2018 - May 2019 | < 1 |
| Td Ameritrade, Inc.; | Erie, PA | Dec 2018 - May 2019 | < 1 |
| Oneamerica Securities, Inc. | Erie, PA | Mar 2016 - Dec 2018 | 2 |
| American United Life | Erie, PA | Feb 2016 - Nov 2018 | 2 |
| Sagepoint Financial, Inc. | Erie, PA | Jan 2015 - Jan 2016 | 1 |
| Sagepoint Financial, Inc. | Erie, PA | Sep 2014 - Jan 2016 | 1 |
| Aig Financial Network | Erie, PA | Aug 2014 - Jan 2016 | 1 |
| Bankers Life And Casualty | Erie, PA | Mar 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- PA
-
Total Assets Under Management51MILLIONS
-
Total Number of Accounts487ACCOUNTS
-
Average Account Value$105,445
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
PA
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