Erik Keller is a registered investment advisor, based in Bel Air, MD, with 23 years of industry experience.
Location
836 S Main St, Ste 105, Bel Air, MD, 21014
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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
Erik is an independent insurance agent for various companies through Harford Financial Group since 2008, dedicating a few hours per week. He is also an advisory representative of a RIA, and the owner of Keller Financial Services, LLC, spending nearly full-time on a DBA.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Harford Financial Group
Sagepoint Financial, INC.Broker
Suntrust Investment Services, INC.Broker
Suntrust Investment Services, INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Deutsche Bank Securities INC.Broker
State Registrations17 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.