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Bradley Alan Keene

MERIDIAN FINANCIAL GROUP, LTD.·GLEN CARBON, Illinois
Series 6, Series 7, Series 63, Series 65Clean record26 years registeredMERIDIAN FINANCIAL GROUP, LTD.
2246 S. STATE ROUTE 157, GLEN CARBON, IL 62034CRD# 2289559Firm CRD# 157998

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bradley Alan Keene · GLEN CARBON, IL
Registration
CRD #2289559 · MERIDIAN FINANCIAL GROUP, LTD. · 26 years registered
Brand Profile
Not yet started
01

Career History

VISIONARY WEALTH ADVISORS, LLC
Aug 2014 – present
MERIDIAN FINANCIAL GROUP, LTD.
Aug 2011 – Mar 2015
GLEN CARBON, IL
MERIDIAN FINANCIAL GROUP, LTD.
Jan 2004 – Dec 2005
GLEN CARBON, IL
LPL FINANCIAL LLC
Jul 2002 – Oct 2011
GLEN CARBON, IL
ZEMENICK & WALKER INC
Jun 2000 – Sep 2002
ST. LOUIS, MO
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · June 10, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CARSONALLARIA WEALTH MANAGEMENT, LTD.
CRD 157998 · SEC 801-112867
AUM
$470M
Regulatory assets under management
Employees
9
562 client accounts
Services offered by CARSONALLARIA WEALTH MANAGEMENT, LTD.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CARSONALLARIA WEALTH MANAGEMENT, LTD. →
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05

Frequently Asked Questions

What services does Bradley Alan Keene offer?
Bradley Alan Keene specializes in Financial Planning, Investment Management. Contact their office in GLEN CARBON, Illinois for a consultation.
What are Bradley Alan Keene's credentials?
Bradley Alan Keene is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bradley Alan Keene located?
Bradley Alan Keene is based in GLEN CARBON, Illinois, working with MERIDIAN FINANCIAL GROUP, LTD.. Their office serves clients in the GLEN CARBON metropolitan area and surrounding communities.
How does Bradley Alan Keene charge for services?
Bradley Alan Keene's firm is compensated through percentage of aum, hourly charges, subscription fees, other: insurance commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERIDIAN FINANCIAL GROUP, LTD.?
MERIDIAN FINANCIAL GROUP, LTD. has approximately 9 employees and manages $470M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MERIDIAN FINANCIAL GROUP, LTD.

Scott Douglas Carson
GLEN CARBON, IL
Mark Vincent Allaria
GLEN CARBON, IL
CFP
Joseph Michael Allaria
GLEN CARBON, IL

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