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Shannon Barfield Keller

MORSE CAPITAL PARTNERS, LLC·GLEN ALLEN, Virginia
Unclaimed Profile
10900 NUCKOLS ROAD, GLEN ALLEN, VA 23060CRD# 4114785Firm CRD# 146383
01

About

Shannon Barfield Keller is a registered financial advisor based in GLEN ALLEN, Virginia, affiliated with MORSE CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MORSE CAPITAL PARTNERS, LLC
MORSE CAPITAL PARTNERS, LLC
AUM
$208M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MORSE CAPITAL PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: FINANCIAL PLANNING FEE
Regulatory
SEC/IARD CRD# 4114785
Firm CRD# 146383
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Shannon Barfield Keller offer?
Shannon Barfield Keller specializes in Financial Planning, Investment Management. Contact their office in GLEN ALLEN, Virginia for a consultation.
What are Shannon Barfield Keller's credentials?
Shannon Barfield Keller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shannon Barfield Keller located?
Shannon Barfield Keller is based in GLEN ALLEN, Virginia, working with MORSE CAPITAL PARTNERS, LLC. Their office serves clients in the GLEN ALLEN metropolitan area and surrounding communities.
How does Shannon Barfield Keller charge for services?
Shannon Barfield Keller's firm is compensated through percentage of aum, hourly charges, other: financial planning fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MORSE CAPITAL PARTNERS, LLC?
MORSE CAPITAL PARTNERS, LLC has approximately 4 employees and manages $208M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GLEN ALLEN
Mark W. Claud — LINGERFELT COMMONWEALTH PARTNERS, LLCRobin Ransom — LINGERFELT COMMONWEALTH PARTNERS, LLCJames J Donlin — CAPITOL SECURITIES MANAGEMENT, INC.Lia Bettenhausen Goff — CAPITOL SECURITIES MANAGEMENT, INC.Kenneth Scott Strickler — LINGERFELT COMMONWEALTH PARTNERS, LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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