Keith Telesca (CRD# 4223682) is an Investment Advisor Representative working at Equity Investment Corp in Villanova, PA and has over 23 years of experience in the finance industry. Keith Telesca has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2629855
Investment Management & Planning LLC
CRD# 5732138
Great Valley Advisor Group, Inc.
CRD# 4815850
Vanguard Advisers, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equity Investment Corporation | Atlanta, GA | Sep 2016 - Current | 7 |
| Foreside Funds Distributors LLC | Berwyn, PA | Jun 2012 - Current | 11 |
| Jfb Holdings Corp | Atlanta, GA | Jun 2012 - Oct 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2000 |
- GA
- TX
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Total Assets Under Management2,654MILLIONS
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Total Number of Accounts5,241ACCOUNTS
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Average Account Value$506,455
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
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