Joanne Keller, financial advisor Jenkintown PA

Joanne Keller

CRD Number: 1489318
Current Firm: The Aranda Group Advisors, LLC

Joanne Keller (CRD# 1489318) is an Investment Advisor Representative working at The Aranda Group Advisors, LLC in Jenkintown, PA and has over 37 years of experience in the finance industry.

Similar Advisors
Thomas Corcimiglia, financial advisor Jenkintown PA
Thomas C. Corcimiglia
CRD# 2972218
Lpl Financial LLC
Similar Advisors
Frank Speace, financial advisor Jenkintown PA
Frank C. Speace
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Mark Abbonizio, financial advisor Jenkintown PA
Mark D. Abbonizio
CRD# 6180296
Oppenheimer & Company Inc.
Company Name Location Dates Years
The Aranda Group Advisors, LLC Jenkintown, PA Oct 2019 - Current 4
Computer Software, Inc. Chalfont, PA Jul 2013 - Current 10
Raymond James & Associates Jenkintown, PA Nov 2007 - Oct 2019 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1986
S65 NASAA Investment Advisors Law Examination Feb 1998
Contact Info for Joanne M. Keller
Phone Number: 215-576-6666
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    175
    MILLIONS
  • Total Number of Accounts
    432
    ACCOUNTS
  • Average Account Value
    $404,595
Compensation Options
  • A percentage of assets under your management
  • 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)
Types of Clients
Registered States

CA, FL, NY, PA, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.