Roberta W. Keller
Professional summary
Roberta Winn Keller, who also goes by Roberta Keller, is a registered financial advisor currently at ALEXIS ADVISORS located in Richmond, Virginia.
Roberta is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Roberta has worked at 3 firms and has passed the Series 65, Series 7 and Series 3 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Roberta Winn Keller's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 16, 2013 - Present
ALEXIS ADVISORS
June 6, 2012 - October 10, 2012
INVESTORS SECURITY COMPANY, INC.
March 1, 2010 - May 16, 2013
BRUNSON ADVISORS LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/22/2025)
(5/16/2013)
Exams
Current Firm
ALEXIS ADVISORS
CRD#: 167075 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 236 |
| AUM (Assets Under Management) | $ 55,384,653 |
Red Flags
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