Keel & Long Financial Management, LLC

Keel & Long Financial Management, LLC (CRD# 292851) is a financial advisory firm headquartered in Greenville, NC. They manage $53,000,000 in 147 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2408 Charles Blvd, Suite 4, Greenville, NC 27858
https://www.facebook.com/keelandlong
By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    147
    ACCOUNTS
  • Average Account Value
    $360,544
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Keel & Long Financial Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Don Keel, financial advisor Greenville NC
Don F. Keel
CRD#: 4623301
2408 Charles Blvd, Suite 4, Greenville, NC 27858

Don Keel (CRD# 4623301) is an Investment Advisor Representative working at Keel & Long Financial Management, LLC in Greenville, NC and has over 15 years of experience in the finance industry.

2
Thomas Long, financial advisor Greenville NC
Thomas J. Long
CRD#: 5905132
2408 Charles Blvd, Suite 4, Greenville, NC 27858

Thomas Long (CRD# 5905132) is an Investment Advisor Representative working at Keel & Long Financial Management, LLC in Greenville, NC and has over 12 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals