Richard Keller is a CFP-designated registered investment advisor, based in Grand Junction, CO, with 27 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold.
Location
760 Horizon Drive, Suite 402, Grand Junction, CO, 81506
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard is the owner of Kellex WM, LLC and Mt. Garfield Wealth Management Group, both support companies related to his Raymond James employment. He dedicates about half of his time to each of these businesses, managing commissions, fees, employees, and expenses.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations48 states
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Exams
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