Gerald Keyes, financial advisor Palm Coast FL

Gerald Keyes

CRD Number: 2546749
Current Firm: Keyes, Stange & Wooten Wealth Management, LLC

Gerald Keyes (CRD# 2546749) is an Investment Advisor Representative working at Keyes, Stange & Wooten Wealth Management, LLC in Palm Coast, FL and has over 28 years of experience in the finance industry. Gerald Keyes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Catherine Stone, financial advisor Palm Coast FL
Catherine L. Stone
CRD# 2725491
Ameriprise Financial Services, LLC
Similar Advisors
Marcos Acevedo, financial advisor Palm Coast FL
Marcos A. Acevedo
CRD# 2836509
Securities America Advisors, Inc.
Similar Advisors
Renae Aiple, financial advisor Palm Coast FL
Renae M. Aiple
CRD# 6991432
Raymond James Financial Services Advisors, Inc.
Professional Designations
Company Name Location Dates Years
Intracoastal Bank Palm Coast, FL Jan 2012 - Current 12
Keyes, Stange & Wooten Wealth Management, LLC Palm Coast, FL Jan 2011 - Current 13
Easy Day Holdings LLC Daytona Beach, FL May 2006 - Current 17
Insurance - Non Variable Daytona Beach, FL Jul 2005 - Current 18
Registered Investment Advisor Daytona Beach, FL Jun 2005 - Current 18
Keyes, Stange & Wooten Cpa Firm, LLC Palm Coast, FL Jan 2004 - Current 20
Fixed Insurance Products Various, FL Jan 1995 - Current 29
Mad Hatters Management, LLC Daytona Beach, FL Jun 2005 - Aug 2023 18
West End LLC Bahamas, Aug 2006 - Jan 2021 14
Flagler Commerce Park Center LLC Bunnell, FL Jun 2006 - Jan 2021 14
Ihre LLC Palm Coast, FL Sep 2012 - Dec 2020 8
Green Turtle LLC Daytona Beach, FL Jun 2005 - Dec 2020 15
Kuba LLC Ormond Beach, FL Nov 2005 - Jan 2017 11
Upscale Dinning Daytona Beach, FL Jun 2005 - Aug 2014 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1995
Contact Info for Gerald P. Keyes
Phone Number: 386-446-7917
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    316
    MILLIONS
  • Total Number of Accounts
    937
    ACCOUNTS
  • Average Account Value
    $337,754
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, TX

Ready to hire a financial advisor? Get competitive proposals from Gerald Keyes and other 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.