Keith Gillies (CRD# 1250689) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in La Place, LA and has over 29 years of experience in the finance industry.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Current | 2 |
| The Acacia Group | Metairie, LA | Jan 2018 - Current | 6 |
| The Afp Group, LLC | Houston, TX | Nov 2015 - Current | 8 |
| United Wealth Advisors Group, LLC | Laplace, LA | Jan 2014 - Current | 10 |
| Wealth Solutions, LLC | Laplace, LA | Mar 2013 - Current | 11 |
| The Pension Center, LLC | Laplace, LA | Feb 2013 - Current | 11 |
| Ameritas Investment Company, LLC | Lincoln, NE | Jun 2006 - Current | 17 |
| Ameritas Life Insurance Corp. | Lincoln, NE | Jun 2006 - Current | 17 |
| Fountainhead Private Client | Metairie, LA | Apr 2020 - Nov 2022 | 2 |
| River Parishes Advisors Group LLC | Laplace, LA | Jan 2000 - Aug 2017 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1995 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AR
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Total Assets Under Management10,289MILLIONS
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Total Number of Accounts39,033ACCOUNTS
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Average Account Value$263,605
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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