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 based in Fort White, Florida, working with Nelson Securities, Inc. Steven has previously held a position at Nelson Securities, Inc. Steven has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Steven is part of Nelson Securities, Inc, which operates out of Fort White, Florida. The firm has 1 office and 15 employees. The firm manages assets totaling $213.1 million. The services offered by the firm include portfolio management for individuals and small businesses, and the publication of newsletters. The fee structure at Nelson Securities, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

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

$213,135,029

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

15

FL Average: 46
Total Number of Accounts

2,052

FL Average: 1,499
Average Account Size

$103,867

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

1993 - Present (31 years)

Nelson Securities,Inc

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
Robert Nelson
Spokane, WA
Arealous Earthman
Spokane, WA
David Vose
Spokane, WA
Jeffery Miller
Spokane, WA

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