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Staci Keller

22 Years of Experience
Saint Petersburg, FL
Broker

Staci Keller is a registered investment advisor at Raymond James & Associates, INC., based in Saint Petersburg, FL, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

880 Carillon Parkway, Saint Petersburg, FL, 33716

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James & Associates, INC.
August 2022 - Present · 3 yrs 9 mos
Raymond James & Associates, INC.Broker
August 2022 - Present · 3 yrs 9 mos
Raymond James Financial Services, INC.
June 2015 - Present · 10 yrs 11 mos
Raymond James Financial Services, INC.Broker
June 2015 - Present · 10 yrs 11 mos
Previous Registrations
First National Capital MarketsBroker
June 2010 - June 2015 · 5 yrs
Primevest Financial Services, INC.Broker
May 2007 - June 2010 · 3 yrs 1 mo
Securities America, INC.Broker
April 2007 - April 2007 · 0 mos
National Investor Services CORP.Broker
April 2006 - May 2007 · 1 yr 1 mo
TD Ameritrade, INC.Broker
April 2006 - May 2007 · 1 yr 1 mo
TD Ameritrade Clearing, INC.Broker
November 2003 - May 2007 · 3 yrs 6 mos
State Registrations2 states
FLNE
AdvisorBrokerBoth

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
No exam information available for this advisor.
Staci Keller - Financial Advisor | TrueAdvisor