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Don Frederick Keel

Don F. Keel

KEEL & LONG FINANCIAL MANAGEMENT
Greenville, NC 27858
Some features on this profile are disabled
CRD#: 4623301
Don Frederick Keel

Professional summary

Don Frederick Keel, CFP®, who also goes by Don Keel, is a registered financial advisor currently at KEEL & LONG FINANCIAL MANAGEMENT, LLC located in Greenville, North Carolina.

Don is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Don has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Don Keel

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.
DON KEEL FINANCIAL GROUP, INC.; INVESTMENT-RELATED; PRESIDENT; 03/2018; MANAGE BUSINESS FINANCES AND WORK FLOW; 0 HOURS SPENT DURING TRADING HOURS. Keel Properties, LLC, Rental property, Same address, President; 06/2021 Rental property , 0 hours during trading hours. 2408 Charles Blvd, LLC Rental property, 2408 Charles Blvd Greenville, NC Secretary,12,2022;1 hour, 0 hours during trading hours Clerical duties

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Don Frederick Keel's 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®
CFP®

Certified Financial Planner

Start date: 2017

Experience

Current

March 30, 2018 - Present

KEEL & LONG FINANCIAL MANAGEMENT, LLC

Office #1: 2408 Charles Blvd Suite 4, Greenville, NC 27858
RIA
CRD#: 292851
Greenville, NC
Past

December 15, 2015 - March 8, 2018

FIRST COMMAND ADVISORY SERVICES

RIA
CRD#: 281958
FORT WORTH, TX
Past

April 6, 2009 - December 15, 2015

FIRST COMMAND BROKERAGE SERVICES, INC.

RIA
CRD#: 3641
GREENVILLE, NC
Past

January 30, 2009 - March 8, 2018

FIRST COMMAND BROKERAGE SERVICES, INC.

BD
CRD#: 3641
GREENVILLE, NC

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
North Carolina
(3/30/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/2/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/12/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/8/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 1/29/2009
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 5/19/2014
Investment Company Products/Variable Contracts Principal Examination

Current Firm

K&
KEEL & LONG FINANCIAL MANAGEMENT, LLC
DON KEEL FINANCIAL GROUP, INC. | KEEL AND LONG FINANCIAL MANAGEMENT, LLC | KEEL AND LONG FINANCIAL MANAGEMENT | KEEL & LONG FINANCIAL MANAGEMENT, LLC | KEEL & LONG FINANCIAL MANAGEMENT

CRD#: 292851 / SEC#:

North Carolina
Registered Investment Advisory firm - (3/23/2018 Approved)
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Contact information

Main Address
2408 Charles Blvd Suite 4, Greenville, NC 27858
Mailing Address
Phone number
(252) 295-0772
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts155
AUM (Assets Under Management)$ 66,000,000

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.

Company Information

KEEL & LONG FINANCIAL MANAGEMENT, LLC

CRD#: 292851Greenville, NC 27858

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