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).
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Total Assets Under Management2,083MILLION
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Total Number of Accounts3,133ACCOUNTS
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Average Account Value$664,711
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.