David Lee Keller
Investment adviser representative at Familywealth
30 yearsExperience
1 stateRegistered in
$394.6MFirm assets
9 yearsFirm in business
Are you David Lee Keller? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
30 years in the industry.
- FamilywealthAug 2026 to now
- Dl Keller Jr & AssociatesJun 1996 to now
- Jacksonville CollegeAug 2023 to Jul 2026
- Ac Disaster ConsultingOct 2022 to Nov 2022
- K13 CommunicationsOct 2018 to Jun 2022
- Houston Fire DepartmentNov 2003 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2008
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Familywealth
Legal name: Familywealth Advisers LLC
$394.6MAssets managed
407Clients
15Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4260216
- Firm CRD
- 289193