Steven
Keller

Nelson Securities,Inc

CRD#1030518
Investment Advisor
in Fort White, FL

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About this Advisor

Steven Keller is a financial advisor working out of Fort White, Florida with 20 years of relevant experience. Keller is on the advisory team at Nelson Securities,Inc. They have been employed by Nelson Securities,inc for their total career. Keller holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida. Nelson Securities,Inc is an advisory company that has its headquarters in Spokane, WA. It has a total of 15 advisors. It has $186 million in assets across its 2,017 accounts, placing it among the mid-sized firms in the nation by assets under management. The firm provides a set of services, such as portfolio management for individuals and small businesses and publication of newsletters. Financial management fee schedules usually vary depending on which service is offered. Fee types charged by Nelson Securities,Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

20 years

Services Offered

Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets

Office Location

Fort White, FL

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Nelson Securities,Inc Brokerage Details

Total Assets Under Management

$185,825,249

FL Average: $3,566,627,242
Total Number of Employees

15

FL Average: 46
Total Number of Accounts

2,017

FL Average: 1,499
Average Account Size

$92,130

FL Average: $2,379,338

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters

Steven Keller Work History

Steven has been registered as a financial advisor for 20 years.*

1993 - Present (31 years)

Nelson Securities,Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Steven Keller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wealth Asset Managers

Carmel Exum
San Diego, CA
Scott Newman
San Diego, CA
Enrique Garcia
San Diego, CA
Steven Keller
Fort White, FL
David Vose
Spokane, WA
Robert Nelson
Spokane, WA
Arealous Earthman
Spokane, WA
Jeffery Miller
Spokane, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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