Aiyana Keels, financial advisor Montgomery AL

Aiyana Keels

CRD Number: 7374619
Current Firm: Primerica Advisors

Aiyana Keels (CRD# 7374619) is an Investment Advisor Representative working at Primerica Advisors in Montgomery, AL and has over 3 years of experience in the finance industry.

Similar Advisors
Coralyth Adams, financial advisor Montgomery AL
Coralyth A. Adams
CRD# 2625151
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
James Adams, financial advisor Montgomery AL
James L. Adams
CRD# 6136995
Edward Jones
Similar Advisors
Robert Adams, financial advisor Montgomery AL
Robert E. Adams
CRD# 1844516
Lpl Financial LLC
Company Name Location Dates Years
Pfs Investments Inc. Montgomery, AL May 2021 - Current 3
Primerica Financial Services Montgomery, AL Mar 2021 - Current 3
No Employer Montgomery, AL Jun 2015 - Mar 2021 5
Usa Army Oplika, AL May 2010 - Jun 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2021
S65 NASAA Investment Advisors Law Examination May 2022
Contact Info for Aiyana Keels
Phone Number: 833-786-0550
Firm Website: http://www.primerica.com
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    8,462
    MILLIONS
  • Total Number of Accounts
    59,808
    ACCOUNTS
  • Average Account Value
    $141,486
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.