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About

About This Business

Keel Point is a financial advisory firm helping both private clients and institutions manage wealth with tailored strategies and solutions.

BBB Accredited Since: 11/17/2005

Years in Business: 22

Products and Services

This company offers investment & financial planning services.

Photos and Videos

  • image description not provided by submitter

Business Details

BBB File Opened:
10/5/2005
Business Started:
1/1/2004
Business Started Locally:
1/1/2004
Type of Entity:
Corporation
Business Management:
Mr. Robert Mayes, CEO
Ms. Valerie McPherson, Accounting Manager

Additional Contact Information

Principal Contacts
Mr. Robert Mayes, CEO
Customer Contacts
Mr. Robert Mayes, CEO
Ms. Valerie McPherson, Accounting Manager
Fax numbers
Primary Fax: (256) 704-5110
Additional Email Addresses
Primary: Email this Business
Additional Websites
yellowpages.com/huntsvill...
Social Media
LinkedIn

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of CRD#: 6769/SEC#: 8-22990 for this business, issued by Alabama Securities Commission. The expiration date of this license is 12/31/2026.

Alabama Securities Commission

770 Washington Street, Ste. 570

Montgomery AL 36130

BBB records show a license number of CRD# 719831 for this business, issued by Alabama Securities Commission. The expiration date of this license is 12/31/2026.

Alabama Securities Commission

770 Washington Street, Ste. 570

Montgomery AL 36130

BBB records show a license number of CRD # 127902/SEC#:801-62249 for this business, issued by Alabama Securities Commission. The expiration date of this license is 12/31/2026.

Alabama Securities Commission

770 Washington Street, Ste. 570

Montgomery AL 36130

Additional Information

Payment methods
  • Cash
Other Resources
Alabama Securities Commission
770 Washington Street, Ste. 570
Montgomery AL 36130
Phone Number: (800) 222-1253
http://asc.state.al.us/
[email protected]

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