Keel Point, LLC

Keel Point, LLC (CRD# 127902) is a financial advisory firm headquartered in Huntsville, AL. They manage $2,082,538,723 in 3,133 accounts and serve the financial needs of clients across 39 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,083
    MILLION
  • Total Number of Accounts
    3,133
    ACCOUNTS
  • Average Account Value
    $664,711
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NY, OH, OK, PA, SC, SD, TN, TX, VA, WA, WI, WV

Financial Advisors at Keel Point, LLC
Showing 1 - 10 of 43 top financial advisors.
1
Joseph R. Agee
CRD#: 2782762
Saint Augustine, FL

Joseph Agee (CRD# 2782762) is an Investment Advisor Representative working at Keel Point, LLC in Saint Augustine, FL and has over 23 years of experience in the finance industry.

2
Amanda L. Ahmed
CRD#: 6325639
8065 Leesburg Pike, Suite 300, Vienna, VA 22182

Amanda Ahmed (CRD# 6325639) is an Investment Advisor Representative working at Keel Point, LLC in Vienna, VA and has over 5 years of experience in the finance industry.

3
Anthony G. Benson
CRD#: 5523577
8065 Leesburg Pike, Suite 300, Vienna, VA 22182

Anthony Benson (CRD# 5523577) is an Investment Advisor Representative working at Keel Point, LLC in Vienna, VA and has over 2 years of experience in the finance industry.

4
Leroy A. Bizzell
CRD#: 4057535
7003 Chadwick Drive, Suite 331, Brentwood, TN 37027

Leroy Bizzell (CRD# 4057535) is an Investment Advisor Representative working at Keel Point, LLC in Brentwood, TN and has over 20 years of experience in the finance industry.

5
Miriam S. Boysen
CRD#: 1238822
8065 Leesburg Pike, Suite 300, Vienna, VA 22182

Miriam Boysen (CRD# 1238822) is an Investment Advisor Representative working at Keel Point, LLC in Vienna, VA and has over 22 years of experience in the finance industry. Miriam Boysen 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.

6
Beverly G. Brackins
CRD#: 6459371
7003 Chadwick Drive, Suite 331, Brentwood, TN 37027

Beverly Brackins (CRD# 6459371) is an Investment Advisor Representative working at Keel Point, LLC in Brentwood, TN and has over 5 years of experience in the finance industry.

7
Tucker V. Braddock
CRD#: 2974768
8065 Leesburg Pike, Vienna, VA 22182

Tucker Braddock (CRD# 2974768) is an Investment Advisor Representative working at Keel Point, LLC in Vienna, VA and has over 21 years of experience in the finance industry.

8
Marshall G. Brock
CRD#: 6568814
25 East Main Street, Chattanooga, TN 37408

Marshall Brock (CRD# 6568814) is an Investment Advisor Representative working at Keel Point, LLC in Chattanooga, TN and has over 3 years of experience in the finance industry.

9
Robert G. Burleson
CRD#: 2581973
620 -c Red Banks Road, Greenville, NC 27858

Robert Burleson (CRD# 2581973) is an Investment Advisor Representative working at Keel Point, LLC in Greenville, NC and has over 25 years of experience in the finance industry.

10
David T. Canham
CRD#: 2628668
8065 Leesburg Pike, Suite 300, Vienna, VA 22182

David Canham (CRD# 2628668) is an Investment Advisor Representative working at Keel Point, LLC in Vienna, VA and has over 24 years of experience in the finance industry.

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