David L. Keller
Professional summary
David Lee Keller, who also goes by David Lee Keller Jr, David L Keller Jr, is a registered financial advisor currently at FAMILYWEALTH located in Crockett, Texas.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. David has worked at 5 firms and has passed the Series 65, Series 66, Series 63, Series 7 and Series 6 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Lee Keller's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 11, 2026 - Present
FAMILYWEALTH
September 4, 2008 - November 4, 2009
D.H. HILL ADVISORS, INC.
August 19, 2008 - November 4, 2009
D.H. HILL SECURITIES, LLLP
October 1, 2002 - December 31, 2003
AMERICAN GENERAL SECURITIES INCORPORATED
September 19, 2000 - October 1, 2002
AMERICAN GENERAL EQUITY SERVICES CORPORATION
Primary Firm SEC Registration
FAMILYWEALTH
CRD#: 289193 / SEC#: 801-111050
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/11/2026)
Exams
Current Firm
FAMILYWEALTH
CRD#: 289193 / SEC#: 801-111050
Contact information
SEC notice filing (38 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 619 |
| AUM (Assets Under Management) | $ 346,344,277 |
Red Flags
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