Keith Altobelli is a registered investment advisor, based in Acworth, GA, with 20 years of industry experience.
Location
1727 Mars Hill Road, Ste 202, Acworth, GA, 30101
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
Keith is involved in several outside business activities, including managing a family partnership, owning a Liberty Tax Service franchise (full-time), and acting as an executor/trustee for an estate. Keith also sells life insurance, long-term care, and disability insurance through Avantax Insurance, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations6 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.