Patricia
Priddy
Keener Financial Planning
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About this Advisor
Patricia Priddy is a certified financial planner working in Keller, Texas with a total of 6 years of industry experience. Priddy currently works for Keener Financial Planning. Their career trajectory has included roles at Bacon Financial Management, Inc, The Dealey Group, Lpl Financial, LLC, Fluent Financial, LLC and Keener Financial Planning. Priddy maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Keener Financial Planning is a firm based in Keller, TX. The company has a total of nine financial advisors. It has $222 million in total assets between its 478 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 478 client accounts, 86% are associated with high-net-worth clients who have more than $1 million in investable assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees charged by financial advisors typically vary depending on the services provided. However, fee types billed by Keener Financial Planning can consist of hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Keener Financial Planning Brokerage Details
$221,706,574
9
478
$463,821
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Patricia Priddy Work History
Patricia has been registered as a financial advisor for 6 years.*
Keener Financial Planning
Lpl Financial, LLC
Fluent Financial, LLC
Bacon Financial Management, Inc
The Dealey Group
*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 Patricia Priddy 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 Keener Financial Planning
Keller, TX
Keller, TX
Keller, TX
Keller, TX
Keller, TX
Keller, TX
Durham, NC
Keller, TX
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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
