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Aaron Ray Eppard

Keel Point, LLC

Vienna, VA

CRD 6653613

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Employer firm

Keel Point, LLC CRD 127902

$4.07B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • CONSULTING SERVICE TO THIRD-PARTY RIA

From the firm’s Form ADV. Read the guides:

Current Employers
Keel Point, Llc

100 Church Street Suite 500, Huntsville, AL 35801 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2021-07-29
  • VA RA
    APPROVED
    Since 2021-07-29

Branch Locations

8065 Leesburg Pike, Vienna, VA 22182 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Liberty University Lynchburg VA 08/2015 08/2020
Keel Point, Llc Vienna VA 08/2020 Present
  • 08/2015 → 08/2020
    Liberty University
    Lynchburg, VA
  • 08/2020 → Present
    Keel Point, Llc
    Vienna, VA
Designations
  • Certified Financial Planner
Other Names
  • Aaron Eppard

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
CAPITOL PRIVATE WEALTH GROUP LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

MARY ELIZABETH ELLISON
ROBERT BURTON LANK
AMIR EYAL

Nearby Offices

OSAIC WEALTH, INC. · VIENNA, VA
CAPITOL PRIVATE WEALTH GROUP LLC · VIENNA, VA
AMERIPRISE FINANCIAL SERVICES, LLC · VIENNA, VA

More in Vienna, VA

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