Mark Keeling, financial advisor Oakland CA

Mark Keeling

CRD 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.

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Professional Designations
Company Name Location Dates Years
Btr Capital Management, Inc. San Francisco, CA Jul 2009 - Current 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 1996
Contact Info for Mark A. Keeling
Phone Number: 415-989-0100
Firm Website: http://www.btrcap.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,152
    MILLIONS
  • Total Number of Accounts
    736
    ACCOUNTS
  • Average Account Value
    $1,564,625
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CO, FL, HI, LA, NV, OR, TX, WA

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