Benjamin Keller
Benjamin Keller is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lexington, KY, with 7 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3225 Summit Square Place Suite 200, Lexington, KY, 40509
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Benjamin is an officer and advisor for Fresca Keller Wealth and Summit Square Partners, LLC, which are DBAs for his financial advisory practice with Raymond James, taking about a quarter of his time for each. He is also a partner in Summit Square Properties, LLC, which holds real estate leased to his practice, dedicating minimal time, and creating a new DBA, Vine Street Private Wealth & Family Office, dedicating about half his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations20 states
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