Unclaimed Profile

Patrick Leo Keel

ADVISOR LOGISTICS, LLC·SAN ANTONIO, Texas

Series 65Clean record14 years registeredADVISOR LOGISTICS, LLC

1919 OAKWELL FARMS PARKWAY, SAN ANTONIO, TX 78218CRD# 5999406Firm CRD# 292784

Profile Verification

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

Identity

Patrick Leo Keel · SAN ANTONIO, TX

Registration

CRD #5999406 · ADVISOR LOGISTICS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ADVISOR LOGISTICS, LLC

ADVISOR LOGISTICS, LLC

May 2018 – Dec 2019

SAN ANTONIO, TX

VISTA WEALTH MANAGEMENT, LLC

Feb 2012 – Feb 2014

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 28, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ADVISOR LOGISTICS, LLC

CRD 292784 · SEC 801-112585

AUM

$3.2B

Regulatory assets under management

Employees

11,592 client accounts

Services offered by ADVISOR LOGISTICS, LLC

Per Form ADV

Other

View all advisors at ADVISOR LOGISTICS, LLC →

Introduction

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Frequently Asked Questions

What services does Patrick Leo Keel offer?

Patrick Leo Keel is a registered financial advisor in SAN ANTONIO, Texas.

What are Patrick Leo Keel's credentials?

Patrick Leo Keel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Leo Keel located?

Patrick Leo Keel is based in SAN ANTONIO, Texas, last registered with ADVISOR LOGISTICS, LLC.

How does Patrick Leo Keel charge for services?

Patrick Leo Keel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ADVISOR LOGISTICS, LLC?

ADVISOR LOGISTICS, LLC has approximately 4 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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