Keith Altobelli (CRD# 4969085) is an Investment Advisor Representative working at Avantax Advisory Services in Acworth, GA and has over 18 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Insurance Agency, LLC | Marietta, GA | Apr 2006 - Current | 18 |
| Avantax Advisory Services | Marietta, GA | Sep 2005 - Current | 18 |
| Avantax Investment Services, Inc. | Marrietta, GA | May 2005 - Current | 18 |
| Lmh Tax Service | Marietta, GA | Oct 2000 - Current | 23 |
| Altobelly Family LP | Marietta, GA | Jan 1998 - Current | 26 |
| Keith Altobelli | Marietta, GA | Sep 2009 - Nov 2021 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2005 |
- GA
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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