Profiel
Mr. Peter J.
Keller is an Investment Advisor Representative at Pure Financial Advisors, Inc. He has several years of experience in estate, investment and tax planning strategies.
He has also several years public accounting experience where he primarily specialized in Personal and Estate & Trust - Tax Preparation.
Prior to joining Pure Financial, Mr. Keller worked for a large Broker Dealer in the Financial Planning Group where he helped Advisors with complex estate and tax strategies.
Before that he worked fourteen years as an independent financial advisor.
He previously held FINRA securities licenses 7, 24, 63, and 65.
Eerdere bekende functies van Peter J. Keller
| Bedrijven | Functie | Einde |
|---|---|---|
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Corporate Officer/Principal | 30-01-2012 |
Pure Financial Advisors, Inc.
 Pure Financial Advisors, Inc. Investment ManagersFinance Pure Financial Advisors, Inc. (PURE) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Michael Fenison and Benjamin Littman in 2007. PURE provides strategic financial planning and asset management for mid to high net-worth clients. | Portfolio Manager-Equities | - |
Opleiding van Peter J. Keller
| Olivet College | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
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LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
Pure Financial Advisors, Inc.
Pure Financial Advisors, Inc. Investment ManagersFinance Pure Financial Advisors, Inc. (PURE) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Michael Fenison and Benjamin Littman in 2007. PURE provides strategic financial planning and asset management for mid to high net-worth clients. | Finance |
