Daniel
Keel Iii
Cardinal Wealth Advisory, LLC
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About this Advisor
Daniel Keel III is a financial advisor based in Memphis, Tennessee, working with Cardinal Wealth Advisory, LLC. Daniel has previously held a position at State Mutual Life Assurance Company. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee. Currently, Daniel is part of Cardinal Wealth Advisory, LLC, which operates out of Memphis, Tennessee. The firm has 3 employees and manages assets totaling $145.4 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 Cardinal Wealth Advisory, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cardinal Wealth Advisory, LLC Brokerage Details
$145,401,575
3
186
$781,729
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Daniel Keel Iii Work History
State Mutual Life Assurance Company
Disclosures
Please visit the SEC profile of Daniel Keel Iii 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 Cardinal Wealth Advisory, LLC
Memphis, TN
Memphis, TN
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