Keith Mortimore (CRD# 2359486) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Angelo, TX and has over 27 years of experience in the finance industry.
CRD# 6237094
Spc
CRD# 2454397
Raymond James Financial Services Advisors, Inc.
CRD# 5681564
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | San Angelo, TX | Dec 2021 - Current | 2 |
| Mortimore Wealth Strategies, LLC | San Angelo, TX | Jun 2015 - Current | 8 |
| Illinois Mutual | San Angelo, TX | Jun 2014 - Current | 9 |
| Mortimore Wealth Strategies, LLC | San Angelo, TX | Aug 2013 - Current | 10 |
| Insurance-non Variable | San Angelo, TX | Jul 2013 - Current | 10 |
| Raymond James Financial Services | San Angelo, TX | Jul 2010 - Dec 2021 | 11 |
| First National Bank | San Angelo, TX | Jul 2010 - Dec 2021 | 11 |
| Raymond James Financial Services Advisors | San Angelo, TX | Jul 2010 - Dec 2021 | 11 |
| American Equitable Investors Life | San Angelo, TX | Jun 2014 - Jun 2017 | 3 |
| Sonora Bank | San Angelo, TX | Jul 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1997 |
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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