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Keith Garner

19 Years of Experience
Palm Harbor, FL
1 DisclosureBroker

Keith Garner is a registered investment advisor at Wells Fargo Advisors, based in Palm Harbor, FL, with 19 years of industry experience. Keith is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

33277 Us Hwy 19 N, Palm Harbor, FL, 34684

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2022
Denied
Employment History
Current Registrations
Wells Fargo Advisors
November 2025 - Present · 11 mos
Wells Fargo Clearing Services, LLCBroker
November 2025 - Present · 11 mos
Previous Registrations
Synovus Securities, INC.
June 2019 - November 2025 · 6 yrs 5 mos
Synovus Securities, INC.Broker
June 2019 - November 2025 · 6 yrs 5 mos
Suntrust Advisory Services, INC.
August 2016 - June 2019 · 2 yrs 10 mos
Suntrust Investment Services, INC.
June 2015 - December 2016 · 1 yr 6 mos
Suntrust Investment Services, INC.Broker
June 2015 - June 2019 · 4 yrs
Fifth Third Securities, INC.
February 2014 - June 2015 · 1 yr 4 mos
Fifth Third Securities, INC.Broker
February 2014 - June 2015 · 1 yr 4 mos
Morgan Stanley
June 2009 - February 2014 · 4 yrs 8 mos
Morgan StanleyBroker
June 2009 - February 2014 · 4 yrs 8 mos
Morgan Stanley & CO. Incorporated
June 2007 - June 2009 · 2 yrs
Morgan Stanley & CO. IncorporatedBroker
May 2007 - June 2009 · 2 yrs 1 mo
State Registrations13 states
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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.
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