Maynard L. Keller
Professional summary
Maynard Lee Keller JR, CFP®, who also goes by Maynard L Keller Jr, Maynard Keller Jr, is a registered financial advisor currently at AMERICAN FINANCIAL PLANNING, INC. located in Roanoke, Virginia.
Maynard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Maynard has worked at 6 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Maynard Lee Keller JR's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2006
Experience
January 16, 2007 - Present
AMERICAN FINANCIAL PLANNING, INC.
Office #1: 358 Campbell Ave Sw, Roanoke, VA 24016October 18, 2001 - January 10, 2007
PERSONAL FINANCIAL PLANNING INC.
January 3, 2001 - August 22, 2002
NATHAN & LEWIS SECURITIES, INC.
December 10, 1996 - December 31, 2000
NEW ENGLAND SECURITIES
September 19, 1996 - October 29, 1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
September 19, 1996 - October 29, 1996
EQUITABLE 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
(1/16/2007)
Exams
Current Firm
AMERICAN FINANCIAL PLANNING, INC.
CRD#: 142588 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 165 |
| AUM (Assets Under Management) | $ 20,306,558 |
Red Flags
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Company Information
AMERICAN FINANCIAL PLANNING, INC.
CRD#: 142588Roanoke, VA 24016TRUST BUT VERIFY
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