Keith Keller (CRD# 5893046) is an Investment Advisor Representative working at Private Advisor Group, LLC in Morristown, NJ and has over 7 years of experience in the finance industry. Keith Keller 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.
CRD# 5366446
Legacy Care Wealth, LLC
Score
107
CRD# 2267593
Brighton Financial Planning
Score
107
CRD# 5973991
Cfs Investment Advisory Services LLC
Score
107
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Advisor Group, LLC | Bala Cynwyd, PA | Feb 2017 - Current | 1 |
| Lpl Financial, LLC | Bala Cynwyd, PA | Feb 2017 - Current | 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | Oct 2014 - Feb 2017 | 2 |
| Mcadam LLC | Philadelphia, PA | Oct 2014 - Feb 2017 | 2 |
| Mcadam Financial Group | Philadelphia, PA | Apr 2011 - Oct 2014 | 3 |
| Ing Financial Partners, Inc. | Philadelphia, PA | Mar 2011 - Oct 2014 | 3 |
| Sei Investments | Oaks, PA | Apr 2008 - Mar 2011 | 2 |
| Century 21 Alliance | Philadelphia, PA | Jan 2010 - Jan 2011 | 1 |
| Jg Wentworth | Bryn Mawr, PA | Jan 2008 - Apr 2008 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2011 |
| S65 | NASAA Investment Advisors Law Examination | May 2011 |
- PA
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Total Assets Under Management11,900MILLIONS
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Total Number of Accounts54,146ACCOUNTS
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Average Account Value$219,780
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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