Unclaimed Profile

Alan Lee Bagwell

KEEL POINT, LLC·HUNTSVILLE, Alabama

Clean recordKEEL POINT, LLC

100 CHURCH STREET, HUNTSVILLE, AL 35801CRD# 4815554Firm CRD# 127902

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alan Lee Bagwell · HUNTSVILLE, AL

Registration

CRD #4815554 · KEEL POINT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Alan Lee Bagwell is a registered financial advisor based in HUNTSVILLE, Alabama, affiliated with KEEL POINT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

Speak with Alan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Alan is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

KEEL POINT, LLC

AUM

$2.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at KEEL POINT, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 4815554

Firm CRD# 127902

View on FINRA BrokerCheck →

Looking for a financial advisor in HUNTSVILLE?

Browse all registered financial advisors in HUNTSVILLE, Alabama or claim this profile if it's yours.

Browse HUNTSVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Alan Lee Bagwell offer?

Alan Lee Bagwell specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in HUNTSVILLE, Alabama for a consultation.

What are Alan Lee Bagwell's credentials?

Alan Lee Bagwell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alan Lee Bagwell located?

Alan Lee Bagwell is based in HUNTSVILLE, Alabama, working with KEEL POINT, LLC. Their office serves clients in the HUNTSVILLE metropolitan area and surrounding communities.

How does Alan Lee Bagwell charge for services?

Alan Lee Bagwell's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KEEL POINT, LLC?

KEEL POINT, LLC has approximately 83 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →