Roberts McKeldin (CRD# 5161533) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Dover, DE and has over 17 years of experience in the finance industry.
CRD# 5189114
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4399512
Savant Wealth Management
CRD# 4147880
Big Investment Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bankers Life Securities, Inc. | Dover, DE | May 2016 - Current | 7 |
| Proequities, Inc. | Dover, DE | May 2010 - Current | 13 |
| Bankers Life And Casualty Co | Dover, DE | May 1990 - Current | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2015 |
- DE
-
Total Assets Under Management1,486MILLIONS
-
Total Number of Accounts13,089ACCOUNTS
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Average Account Value$113,532
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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