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Micah Keel

25 Years of Experience
Fort Lauderdale, FL
1 DisclosureBrokerSells Insurance

Micah Keel is a registered investment advisor, based in Fort Lauderdale, FL, with 25 years of industry experience.

Location

500 W Cypress Creek Road, Suite 290, Fort Lauderdale, FL, 33309

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History

Regulatory History (1)
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Customer Dispute
May 2014
Denied
Other Business ActivitiesSells Insurance

Micah works for PKS Securities providing brokerage services and selling securities and variable annuities, dedicating minimal time to this role. He also works for Retirement Income Source in Sarasota and SW Florida, offering investment advisory, fixed insurance, and income tax services, taking about 80% of his time combined, and sells health insurance products through Health Markets, dedicating about 10-20% of his time.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2023 - Present · 3 yrs 1 mo
Sound Income Strategies, LLC
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Kestra Advisory Services, LLC
July 2019 - April 2023 · 3 yrs 9 mos
Kestra Investment Services, LLCBroker
June 2019 - April 2023 · 3 yrs 10 mos
Ameriprise Financial Services, INC.
September 2013 - June 2019 · 5 yrs 9 mos
Ameriprise Financial Services, INC.Broker
August 2013 - June 2019 · 5 yrs 10 mos
First Allied Advisory Services, INC.
May 2012 - August 2013 · 1 yr 3 mos
First Allied Securities, INC.
May 2005 - July 2012 · 7 yrs 2 mos
First Allied Securities, INC.Broker
June 2003 - August 2013 · 10 yrs 2 mos
Mutual of Omaha Investor Services, INC.Broker
October 2000 - July 2003 · 2 yrs 9 mos
State Registrations6 states
FLGALAMDMSTX
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.
Micah Keel - Financial Advisor | TrueAdvisor