Don Keel (CRD# 4623301) is an Investment Advisor Representative working at Keel & Long Financial Management, LLC in Greenville, NC and has over 15 years of experience in the finance industry. Don Keel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2128682
Carolina Financial Services Group, Inc.
CRD# 4216809
Edward Jones
CRD# 1106654
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Keel And Long Financial Management | Greenville, NC | Mar 2018 - Current | 6 |
| First Command Advisory Services | Fort Worth, TX | Dec 2015 - Mar 2018 | 2 |
| First Command Financial Services, Inc. | Fort Worth, TX | Jan 2009 - Mar 2018 | 9 |
| First Command Financial Planning, Inc. | Fort Worth, TX | Jan 2009 - Mar 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2009 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2009 |
- NC
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Total Assets Under Management53MILLIONS
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Total Number of Accounts147ACCOUNTS
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Average Account Value$360,544
- 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
NC
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