Keith Lavielle, financial advisor Saginaw MI
88 score

Keith Lavielle

CRD Number: 6376873
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Keith Lavielle (CRD# 6376873) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saginaw, MI and has over 2 years of experience in the finance industry.

Similar Advisors
David Abbs, financial advisor Saginaw MI
David J. Abbs
CRD# 1031068
Lpl Financial LLC
Score
96
Similar Advisors
Kelly Baumgartner, financial advisor Saginaw MI
Kelly A. Baumgartner
CRD# 4955246
Morgan Stanley
Score
96
Similar Advisors
Timothy Beiser, financial advisor Saginaw MI
Timothy E. Beiser
CRD# 1575946
Spc
Score
96
Company Name Location Dates Years
Bank Of America, N.a. Saginaw, MI Sep 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Saginaw, MI Jul 2014 - Current 2
Central Michigan University Mt. Pleasant, MI Aug 2010 - Jul 2014 3
Chemical Bank Corporation Midland, MI May 2013 - Aug 2013 < 1
Saginaw Medical Federal Credit Union Saginaw, MI May 2012 - Aug 2012 < 1
Heritage High School Saginaw, MI Aug 2006 - Aug 2010 4
White Pine Middle School Saginaw, MI Jul 2004 - Aug 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Keith Lavielle
Phone Number: 800-637-7455
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Keith Lavielle and other advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.