Kevin Dean Keller

Delta Investment Management, LLC

28 Years of Experience

1 DisclosureSells Insurance

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement Planning

Delta Investment Management, LLC

Compensation

Fee-Only (AUM)

Firm Size

24 advisors

Number of Clients

1,212 clients

Average Client Portfolio

$636K average

Assets Under Management

$770.8M

Fee Structure

Minimum Investment:$50K

Financial Planning:Included in AUM fee

Location

Catawba, SC

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History

Regulatory History (1)

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Employment Separation After Allegations

December 2010

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Other Business ActivitiesSells Insurance

Kevin is an insurance advisor at NorthStar Financial and Retirement Planning, dedicating about half his time to selling insurance and investment advisory services. He also owns a timber farm, manages marketing for his wife's real estate firm, and is a managing member of a real property investment LLC.

Employment History

Current Registrations

Delta Investment Management, LLC

August 2021 - Present · 4 yrs 6 mos

The O.N. Equity Sales CompanyBroker

September 2013 - January 2018 · 4 yrs 4 mos

Mutual Trust CO. of America SecuritiesBroker

May 2011 - November 2011 · 6 mos

Ing Financial Partners, INC.Broker

June 2007 - December 2010 · 3 yrs 6 mos

Hornor, Townsend & Kent, INC.Broker

January 2006 - March 2007 · 1 yr 2 mos

Southeast Investments, N.c., INC.Broker

September 2005 - January 2006 · 4 mos

Pacific Select Distributors, INC.Broker

December 2002 - December 2004 · 2 yrs

Planco Financial Services, INC.Broker

November 2002 - December 2002 · 1 mo

Nylife Distributors INC.Broker

March 2002 - November 2002 · 8 mos

Jackson National Life Distributors, INC.Broker

May 1999 - May 2001 · 2 yrs

National Planning CorporationBroker

September 1992 - May 2001 · 8 yrs 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.