Steven Keller, financial advisor Fort White FL

Steven Keller

CRD Number: 1030518
Current Firm: Wealth Asset Managers

Steven Keller (CRD# 1030518) is an Investment Advisor Representative working at Wealth Asset Managers in Fort White, FL and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Nelson Securities,inc. Spokane, WA Jul 1993 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1993
S65 NASAA Investment Advisors Law Examination Jul 1993
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 Steven T. Keller
Phone Number: 509-838-1313
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    186
    MILLIONS
  • Total Number of Accounts
    2,017
    ACCOUNTS
  • Average Account Value
    $92,130
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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