Bradley
Keel

Benjamin F. Edwards & Company, Inc

CRD#7173868
Investment Advisor
in Pensacola, FL

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About this Advisor

Bradley Keel is a financial advisor working in Pensacola, Florida, who has been in the advisory business for 10 years. Keel works at Benjamin F. Edwards & Company, Inc. During their career, the advisor has held roles at Benjamin F. Edwards, Independent Health Coach, California Pacific Medical Center (Sutter Health) and Epic Church Sf. Keel has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Benjamin F. Edwards & Company, Inc is an advisory firm that has its headquarters in Pensacola, Florida. It has offices in 74 locations and a total of 509 financial advisors. It manages $8 billion in assets among its 29,895 accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 66 charitable organizations. Of its 29,895 client accounts, just 10% belong to high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules typically vary depending on which services are offered. However, fee types charged by Benjamin F. Edwards & Company, Inc can consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1151 Office Woods Dr. Suite B
Pensacola, FL 32504

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Benjamin F. Edwards & Company, Inc Brokerage Details

Total Assets Under Management

$8,368,791,115

FL Average: $11,469,110,461
Total Number of Employees

509

FL Average: 458
Total Number of Accounts

29,895

FL Average: 33,415
Average Account Size

$279,939

FL Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Bradley Keel Work History

Bradley has 10 years of experience.

2019 - Present (3 years)

Benjamin F. Edwards

2018 - Present (4 years)

Independent Health Coach

2010 - 2019 (9 years)

California Pacific Medical Center (Sutter Health)

2010 - 2017 (7 years)

Epic Church Sf

Disclosures

Bradley Keel has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Benjamin F. Edwards & Company, Inc

Susan Lewis
Saint Louis, MO
Daniel Pietroburgo
Springfield, IL
Robert Kollar
Chesterton, IN
Louis Howell
Saint Louis, MO
David Brumme
Saint Louis, MO
James Masterson
Saint Louis, MO
Jennifer Pierce
Saint Louis, MO
Peter Mccarthy
Saint Louis, MO

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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