Mark KeelingCRD Number: 2793706
Current Firm: Btr Capital Management Inc.
Mark Keeling (CRD# 2793706) is an Investment Advisor Representative working at Btr Capital Management Inc. in Oakland, CA and has over 25 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Btr Capital Management, Inc.||San Francisco, CA||Jul 2009 - Current||13|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 1996|
Total Assets Under Management1,152MILLIONS
Total Number of Accounts736ACCOUNTS
Average Account Value$1,564,625
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, FL, HI, LA, NV, OR, TX, WA
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