Andrew C. Keller
Professional summary
Andrew Clifton Keller is a registered financial advisor currently at INSCRIPTION CAPITAL, LLC located in Houston, Texas and ELEVATION POINT WEALTH PARTNERS, LLC located in Houston, Texas.
Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Andrew has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Clifton Keller's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 25, 2023 - Present
INSCRIPTION CAPITAL, LLC
Office #1: 2925 Richmond Avenue Suite 425, Houston, TX 77098June 29, 2026 - Present
ELEVATION POINT WEALTH PARTNERS, LLC
Office #1: 2229 San Felipe Street Suite 1350, Houston, TX 77019November 8, 2023 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 2925 Richmond Avenue Suite 425, Houston, TX 77098October 28, 2015 - September 14, 2023
INTRUA FINANCIAL
July 23, 2003 - October 6, 2020
LPL FINANCIAL LLC
July 17, 2003 - October 9, 2023
LPL FINANCIAL LLC
Primary Firm SEC Registration
ELEVATION POINT WEALTH PARTNERS, LLC
CRD#: 137068 / SEC#: 801-65068
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/8/2023)
(11/8/2023)
(11/8/2023)
(9/25/2023)
(11/8/2023)
Exams
FINRA
Current Firm
ELEVATION POINT WEALTH PARTNERS, LLC
CRD#: 137068 / SEC#: 801-65068
Contact information
SEC notice filing (37 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 8,324 |
| AUM (Assets Under Management) | $ 2,434,909,737 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
ELEVATION POINT WEALTH PARTNERS, LLC
CRD#: 137068Houston, TX 77098TRUST BUT VERIFY
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