Lawrence Keller, financial advisor Melville NY

Lawrence Keller

CRD Number: 2191010
Current Firm: Park Avenue Securities LLC

Lawrence Keller (CRD# 2191010) is an Investment Advisor Representative working at Park Avenue Securities LLC in Melville, NY and has over 32 years of experience in the finance industry. Lawrence Keller 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.

Similar Advisors
Eric Bloom, financial advisor Melville NY
Eric M. Bloom
CRD# 2708116
Park Avenue Securities LLC
Similar Advisors
Harlan Fischer, financial advisor Melville NY
Harlan J. Fischer
CRD# 811927
Cetera Investment Advisers LLC
Similar Advisors
Adam Morgan, financial advisor Melville NY
Adam C. Morgan
CRD# 5473273
American Portfolios Advisors, Inc.
Professional Designations
Company Name Location Dates Years
Park Avenue Securities Woodbury, NY Feb 2004 - Current 20
Guardian Life Insurance Company Of America Woodbury, NY Dec 2003 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1991
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Lawrence B. Keller
Phone Number: 1-888-600-4667
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    11,882
    MILLIONS
  • Total Number of Accounts
    62,811
    ACCOUNTS
  • Average Account Value
    $189,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Lawrence Keller and other advisors.
BADGES

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 derived from SEC.gov data covering 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.

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.