William Keel

Current Employers

Employment History

• 09/1986 → Present
  Financial & Insurance Consultants
  Katy, TX
• 06/1995 → 08/2023
  Royal Alliance Associates, Inc.
  Kathy, TX
• 09/1986 → Present
  Eagle American Investments, Inc.
  Katy, TX
• 01/2005 → Present
  Lone Star Health Plans, Ltd.
  Katy, TX
• 08/2023 → Present
  Osaic Wealth Inc
  Kathy, TX

Other Businesses

1. EAGLE AMERICAN INVESTMENTS - NOT INVESTMENT RELATED, 22318 PROVINCIAL BLVD., KATY, TX 77450. OWNER, SINCE 1976, 10 HRS/MTH, ZERO HRS/DST. REAL ESTATE - BUY REAL ESTATE FOR PERSONAL INVESTMENT. REAL ESTATE- COOMMERCIAL AND RESIDENTAL REAL ESTATE SALES LEASING. 2. CORE BENEFIT SERVICES, INC POSITION: Associate NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 20 START DATE: 07/01/2015 ADDRESS: 800 Ave C, Katy TX 77493 DESCRIPTION: I sell Health Insurance, Dental Insurance, Long Term Care, Disability Insurance 3. TEXAS OUTDOORS GUNS & STUFF, LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2016 ADDRESS: 800 Ave C, Katy TX 77493 DESCRIPTION: Buy guns wholesale and sell them retail 4. FINANCIAL AND INSURANCE CONSULTANTS POSITION: Partner - NATURE: Partnership - INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 60 START DATE: 09/26/1986 ADDRESS: 800 Ave C, Katy, TX 77493, United States DESCRIPTION: I sell health, life, dental and disability insurance. 5. FINANCIAL & INSURANCE CONSULTANTS POSITION: Partner NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 40 START DATE: 06/02/1995 ADDRESS: 800 Avenue C, Katy TX 77493, United States DESCRIPTION: Discuss investment plans and retirement plans with clients; recommend products which would be in their best interest to achieve their stated projected retirement date and financial and retirement income objectives objectives. Educate and discuss with clients how to keep assets private and practice safety to avoid fraud.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-12-04
• S63 Uniform Securities Agent State Law Examination
  1986-05-28

Other Names

• William Keel
• William Ben Keel