Keely Butrum, financial advisor Greenfield IN

Keely Butrum

CRD Number: 5144326
Current Firm: Lion Quest LLC

Keely Butrum (CRD# 5144326) is an Investment Advisor Representative working at Lion Quest LLC in Greenfield, IN and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Lion Quest LLC Greenfield, IN Jan 2020 - Current 4
Raymond James & Associates Indianapolis, IN Sep 2011 - Current 12
Greenfield City Council Greenfield, IN Jan 2017 - Dec 2019 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2007
S66 NASAA Uniform Combined State Law Examination Feb 2010
Contact Info for Keely S. Butrum
Phone Number: 317-987-4103
Registered State(s):
  • IN
Current Firm Details
Lion Quest LLC
Firm's CRD Number: 305163
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $84,247
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

IN

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