![Keating Simons, financial advisor Charleston SC](/img/ws/profile-blank-sq.png)
Keating Simons (CRD# 6870915) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Charleston, SC and has over 6 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
![Clayton Abel, financial advisor Charleston SC](/img/ws/profile-blank-sq.png)
CRD# 5938137
Lpl Financial LLC
![Emily Adams, financial advisor Charleston SC](/img/ws/profile-blank-sq.png)
CRD# 5935833
State Farm Investment Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Advisor Networks LLC | Daniel Island, SC | Aug 2023 - Current | < 1 |
Cetera Investment Advisers LLC | Schaumburg, IL | Aug 2023 - Current | < 1 |
Commonwealth | Daniel Island, SC | Oct 2019 - Current | 4 |
Securian Financial Services | St. Paul, MN | Oct 2019 - Aug 2023 | 3 |
Coastal Wealth Advisors, LLC | Johns Island, SC | May 2018 - Oct 2019 | 1 |
New York Life | Charleston, SC | Oct 2017 - May 2018 | < 1 |
Sweet Grass Digital | Charleston, SC | Jan 2017 - Dec 2017 | < 1 |
Mellow Mushroom | North Charleston, SC | May 2016 - Mar 2017 | < 1 |
Wild Dunes | Isle Of Palms, SC | Mar 2015 - Apr 2016 | 1 |
Wet Wilies | Charleston, SC | Jul 2010 - Mar 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
S63 | Uniform Securities State Law Examination | Jan 2022 |
- SC
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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)
- Educational seminars/workshops
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
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