Allen KellerCRD Number: 6314648
Current Firm: Raymond James & Associates, Inc.
Allen Keller (CRD# 6314648) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Petersburg, FL and has over 3 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Raymond James & Associates||St. Petersburg, FL||Sep 2015 - Current||2|
|Usaa Financial Advisors Inc.||Tampa, FL||Mar 2014 - Sep 2015||1|
|Usaa Financial Planning Service Inc.||Tampa, FL||Mar 2014 - Sep 2015||1|
|Usaa Federal Savings Bank||Tampa, FL||Jan 2013 - Mar 2014||1|
|Grace Family Church||Lutz, FL||Jul 2011 - Jan 2013||1|
|Professional Communications Systems||Tampa, FL||Jan 2011 - Jul 2011||< 1|
|Unemployed||Tampa, FL||Jul 2010 - Jan 2011||< 1|
|Anastasia Baptist Church||Saint Au Gustine, FL||Jan 2009 - Jul 2010||1|
|Liberty University||Lynchburg, VA||Apr 2008 - Jan 2009||< 1|
|Fsu||Tallahassee, FL||Aug 2005 - Apr 2008||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2014|
|S63||Uniform Securities State Law Examination||May 2014|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)