Rachel
Keiser
Brownlie & Braden Advisors, LLC
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About this Advisor
Rachel Keiser is a financial advisor working in Dallas, Texas who has 1 year of industry experience. Keiser is an advisor for Brownlie & Braden Advisors, LLC. Over the course of their career, Keiser has held roles at Kpmg, Llp, Brownlie & Braden Advisors, LLC, University Of Oklahoma and Break Between School And Employment. Keiser maintains a Series 65 license, designating them as an investment advisor representative, and is approved to work in Texas. Brownlie & Braden Advisors, LLC is an advisory business that has its headquarters in Dallas, TX. It has a total of 18 financial advisors. It oversees $313 million in assets between its 25 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 25 client accounts, 72% are associated with high-net-worth investors who have more than $1 million in assets. The firm provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial advisory services usually depend on which services the firm provides the client. Fee types billed by Brownlie & Braden Advisors, LLC can be comprised of asset-based, hourly, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brownlie & Braden Advisors, LLC Brokerage Details
$312,757,060
18
25
$12,510,282
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Rachel Keiser Work History
Rachel has been registered as a financial advisor for 1 years.*
Brownlie & Braden Advisors, LLC
Kpmg, Llp
Break Between School And Employment
University Of Oklahoma
*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 Rachel Keiser 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 Brownlie & Braden Advisors, LLC
Dallas, TX
Dallas, TX
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Dallas, TX
Dallas, 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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