Peter J. Keller

PURE FINANCIAL ADVISORS

SAN DIEGO, CA 92108

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CRD#: 2396655

Professional summary

Peter Jonathan Keller, AIF®, CFP®, who also goes by Pete Keller, is a registered financial advisor currently at PURE FINANCIAL ADVISORS, LLC located in San Diego, California.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Peter has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Pete Keller

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Jonathan Keller's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

February 16, 2012 - Present

PURE FINANCIAL ADVISORS, LLC

Office #1: 3131 Camino Del Rio N #1550, San Diego, CA 92108

RIA

CRD#: 144316

SAN DIEGO, CA

Past

June 4, 2007 - February 9, 2012

LPL FINANCIAL LLC

RIA

CRD#: 6413

SAN DIEGO, CA

Past

June 4, 2007 - February 9, 2012

LPL FINANCIAL LLC

CRD#: 6413

SAN DIEGO, CA

Past

March 22, 2005 - May 17, 2006

THE HUNTER GROUP

RIA

CRD#: 107540

LA JOLLA, CA

Past

February 25, 2005 - May 12, 2006

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

LA JOLLA, CA

Past

February 25, 2005 - May 12, 2006

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

LA JOLLA, CA

Past

July 30, 1999 - February 23, 2005

LPL FINANCIAL LLC

RIA

CRD#: 6413

SOLANA BEACH, CA

Past

May 27, 1999 - February 23, 2005

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

September 2, 1997 - June 10, 1999

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

SAN DIEGO, CA

Past

February 13, 1996 - August 29, 1997

PIM FINANCIAL SERVICES, INC.

CRD#: 10547

SAN MARCOS, CA

Past

January 17, 1995 - February 6, 1996

PRINCIPAL FINANCIAL SECURITIES,INC.

CRD#: 260

DALLAS, TX

Past

October 27, 1994 - February 7, 1995

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

October 20, 1993 - July 19, 1994

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

October 20, 1993 - July 19, 1994

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PURE FINANCIAL ADVISORS, LLC

FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP

CRD#: 144316 / SEC#: 801-70137

RIA

Registered Investment Advisory firm - (5/1/2009 Approved)

California

Registered Investment Advisory firm - (5/7/2009 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(2/16/2012)

IAR

Texas
(7/5/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/17/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/5/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/19/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/21/1999

General Securities Principal Examination

Current Firm

PURE FINANCIAL ADVISORS, LLC

FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP

CRD#: 144316 / SEC#: 801-70137

RIA

Registered Investment Advisory firm - (5/1/2009 Approved)

California

Registered Investment Advisory firm - (5/7/2009 Terminated)

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Contact information

Main Address

3131 Camino Del Rio N Suite 1550, San Diego, CA 92108

Mailing Address

Phone number

(866) 876-7873

Established

Firm type

Fiscal year end

# of Employees

171

SEC notice filing (42 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PURE FINANCIAL ADVISORS, ADV 2A BROCHURE (9/26/2025)

Regulatory assets under management

Total Number of Accounts	22,199
AUM (Assets Under Management)	$ 8,023,229,867

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Peter J. Keller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Jonathan Keller's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

THE HUNTER GROUP

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

LPL FINANCIAL LLC

LPL FINANCIAL LLC

FIRST ALLIED SECURITIES, INC.

PIM FINANCIAL SERVICES, INC.

PRINCIPAL FINANCIAL SECURITIES,INC.

LPL FINANCIAL LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

PURE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/17/1999

Series 63

Date: 10/5/1993

Series 7

Date: 10/19/1993

Series 24

Date: 8/21/1999

Current Firm

PURE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (42 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PURE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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