Christine
Keller
Apex Wealth Management, LLC
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About this Advisor
Christine Keller is a financial advisor based in Bedford, New Hampshire, working with Apex Wealth Management, LLC. Christine has previously held positions at Embrace Home Loans, Envoy Mortgage, Supreme Lending, Apex Wealth Management, LLC, and Premier Mortgage. Christine has passed the Series 66, Series 65, and Series 63 regulatory exams and is registered to provide services in New Hampshire. Currently, Christine is part of Apex Wealth Management, LLC, which operates out of Bedford, New Hampshire. The firm has 2 employees and manages assets totaling $137.8 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Apex Wealth Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Apex Wealth Management, LLC Brokerage Details
$137,782,858
2
233
$591,343
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Christine Keller Work History
Apex Wealth Management, LLC
Supreme Lending
Embrace Home Loans
Premier Mortgage
Envoy Mortgage
Disclosures
Please visit the SEC profile of Christine 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 Apex Wealth Management, LLC
Bedford, NH
Bedford, NH
The content in this profile was updated by SmartAsset on 6/19/2024. 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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