DK
David D. Keller
COVERED CALL LLC
Silverthorne, CO
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CRD#: 6289333
DK
Professional summary
David Donaldson Keller is a registered financial advisor currently at COVERED CALL LLC located in Silverthorne, Colorado.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. David has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view David Donaldson Keller'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®
NoneExperience
Current
April 23, 2014 - Present
COVERED CALL LLC
RIA
CRD#: 170297
Silverthorne, CO
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
Colorado(4/23/2014)
Current Firm
CC
COVERED CALL LLC
COVERED CALL LLC | KELLER, DAVID DONALDSON
CRD#: 170297 / SEC#:
Colorado
Registered Investment Advisory firm - (4/23/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Silverthorne, CO
Mailing Address
Phone number
(970) 393-0077
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 20 |
| AUM (Assets Under Management) | $ 19,492,753 |
Red Flags
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