Beth Koonce, financial advisor Victoria TX

Beth Koonce

CRD Number: 6649859
Current Firm: Keller Wealth Advisors

Beth Koonce (CRD# 6649859) is an Investment Advisor Representative working at Keller Wealth Advisors in Victoria, TX and has over 7 years of experience in the finance industry. Beth Koonce 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.

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Professional Designations
Company Name Location Dates Years
Kmh Wealth Management, LLC Victoria, TX Jan 2018 - Current 6
Kmh Wealth Management, LLC Victoria, TX Jan 2016 - Dec 2017 1
Texas A&m University College Station, TX Aug 2012 - Dec 2015 3
Kmh Wealth Management, LLC Victoria, TX Jun 2015 - Aug 2015 < 1
Victoria Coleto Creek Koa Victoria, TX May 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2016
Contact Info for Beth M. Koonce
Phone Number: 361-573-4383
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    704
    MILLIONS
  • Total Number of Accounts
    1,246
    ACCOUNTS
  • Average Account Value
    $564,923
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CO, FL, TX

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