John Keeley, financial advisor Fincastle VA
93 score

John Keeley

CRD Number: 1348234
Current Firm: Horter Investment Management, LLC

John Keeley (CRD# 1348234) is an Investment Advisor Representative working at Horter Investment Management, LLC in Fincastle, VA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Horter Investment Mangement Cincinnati, OH Nov 2014 - Current 2
Keeley Financial Fincastle, VA Jan 2014 - Current 2
Princor Financial Servcies Fincastle, VA Dec 2010 - Dec 2013 3
Lincoln Financial Securities Corporation Roanoke, VA Sep 1999 - Dec 2010 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1988
S65 NASAA Investment Advisors Law Examination Aug 1999
Contact Info for John M. Keeley
Phone Number: 513-984-9933
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    1,016
    MILLIONS
  • Total Number of Accounts
    13,925
    ACCOUNTS
  • Average Account Value
    $72,992
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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