Alexis Advisors

Alexis Advisors (CRD# 167075) is a financial advisory firm headquartered in Richmond, VA. They manage $52,877,463 in 240 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
213 Roseneath Road, Richmond, VA 23221
http://www.alexisadvisors.com
By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    240
    ACCOUNTS
  • Average Account Value
    $220,323
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Alexis Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Roberta Keller, financial advisor Richmond VA
Roberta W. Keller
CRD#: 2356321
213 Roseneath Road, Richmond, VA 23221

Roberta Keller (CRD# 2356321) is an Investment Advisor Representative working at Alexis Advisors in Richmond, VA and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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