Daniel Keel, Iii, financial advisor Memphis TN

Daniel Keel, Iii

CRD Number: 1435318
Current Firm: Cardinal Wealth Advisory, LLC

Daniel Keel, Iii (CRD# 1435318) is an Investment Advisor Representative working at Cardinal Wealth Advisory, LLC in Memphis, TN and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
State Mutual Life Assurance Company Memphis, TN Jun 1984 - Current 39
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Daniel T. Keel, Iii
Phone Number: 901-767-4401
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    145
    MILLIONS
  • Total Number of Accounts
    186
    ACCOUNTS
  • Average Account Value
    $781,729
Compensation Options
  • A percentage of assets under your management
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

AL, MS, TN, TX

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