Eric Keller

Eric Keller Work

Founder and Wealth Advisor

@ Icon Wealth Management

Director - Investments

@ Oppenheimer & Co. Inc.

Financial Advisor

@ Wells Fargo Advisors

Eric Keller Education

1983 - 1987 BS in Economics and Marketing

Clemson University

Eric Keller Skills

InvestmentsSeries 63BankingSeries 7Mutual FundsInsuranceRetirement PlanningAsset AllocationWealth ManagementSecuritiesFixed AnnuitiesFinancial AdvisoryRetirementAsset ManagementCustomer ServiceAlternative InvestmentsInvestment AdvisoryInvestment StrategiesPortfolio ManagementLeadershipStrategic Financial PlanningStrategic PlanningIRAsSalesUniform Combined State LawFINRAFinancial PlanningServicesMicrosoft ExcelMicrosoft OfficeFinancial ServicesBusiness Strategy

Eric Keller Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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Eric Keller currently works at Icon Wealth Management as Eric Keller - Founder and Wealth Advisor at Icon Wealth Management.

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