Roberta Keller, financial advisor Richmond VA

Roberta Keller

CRD Number: 2356321
Current Firm: Alexis Advisors

Roberta Keller (CRD# 2356321) is an Investment Advisor Representative working at Alexis Advisors in Richmond, VA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Alexis Advisors, LLC Richmond, VA Apr 2013 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2010
Contact Info for Roberta W. Keller
Phone Number: 804-625-3290
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    53
    MILLIONS
  • Total Number of Accounts
    240
    ACCOUNTS
  • Average Account Value
    $220,323
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

VA

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