David Keely
David Keely is a CFP-designated registered investment advisor at VALIC Financial Advisors, INC., based in San Diego, CA, with 16 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 293,026 clients with $29B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
VALIC Financial Advisors offers ongoing subscription-based financial planning services that renew annually and include periodic updates to your financial plan as your needs or life events change.
- One-time financial plan — Up to $5,000 annually, customized to your financial situation and goals.
- Project-based consulting services — Up to $7,500 annually for specific financial consulting projects.
- Combined plan and consulting services — Total combined fee will not exceed $10,000 annually.
Location
2650 Camino Del Rio North, Ste 100, San Diego, CA, 92108
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an agent selling non-securities insurance products, dedicating a few hours per week. He also serves as the chairperson of a 501(c)3 youth group, spending minimal time on this voluntary, non-paid position.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Edward Jones
Edward JonesBroker
Fortis Investors, INC.Broker
Fortis Investors, INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Nicole Ross, CFPVALIC Financial Advisors, INC.
- James FergusonVALIC Financial Advisors, INC.
- Brian Elliott, CFPVALIC Financial Advisors, INC.
- Gabriel Adams, CFPCreative Planning
- Christopher D'arcy, CFAD'arcy Capital Management, LLC
- Jeffrey Platt, CFA, CFPPlatt Wealth Management