Matthew Keener (CRD# 5270641) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Victoria, TX and has over 17 years of experience in the finance industry. Matthew Keener 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.
CRD# 6374747
Edward Jones
CRD# 4504654
Edward Jones
CRD# 5539066
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Allstate Financial Services, LLC | Victoria, TX | Sep 2017 - Current | 6 |
| The Keener Agency | Victoria, TX | Sep 2017 - Current | 6 |
| The Keener Agency, LLC | Victoria, TX | Sep 2017 - Current | 6 |
| Newborn Auto Parts, Partlur.com | Victoria, TX | Sep 2017 - Current | 6 |
| Fidelity Brokerage Services LLC | Westlake, TX | Nov 2006 - Aug 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2007 |
- TX
-
Total Assets Under Management62MILLIONS
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Total Number of Accounts189ACCOUNTS
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Average Account Value$328,756
- Other
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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