Keri Alcos, financial advisor Peoria AZ

Keri Alcos

CRD Number: 4280235
Current Firm:, LLC

Keri Alcos (CRD# 4280235) is an Investment Advisor Representative working at, LLC in Peoria, AZ and has over 15 years of experience in the finance industry.

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The Money Md Peoria, AZ Apr 2018 - Current 2
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Mary Kay Inc. Dallas, TX Mar 2015 - Mar 2016 1
Beachbody, LLC Santa Monica, CA Jun 2014 - Mar 2016 1
Beachbody LLC Santa Monica, CA Jun 2014 - Mar 2016 1
Oneamerica Securities Scottsdale, AZ May 2014 - Jan 2015 < 1
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Usaa Financial Advisors Inc. Phoenix, AZ Jan 2010 - Mar 2014 4
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Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2005
S65 NASAA Investment Advisors Law Examination May 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Keri A. Alcos
Phone Number: 888-858-4996
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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