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Keatley Wealth Management LLC

Legal Name: KEATLEY WEALTH MANAGEMENT, LLC

Full Contact Details

Keatley Wealth Management LLC

7615 COLONY ROAD, SUITE 120, CHARLOTTE, NC

704-540-5535

704-323-4130


Other Info

Keatley Wealth Management LLC is legally known as KEATLEY WEALTH MANAGEMENT, LLC. It is a NC Limited Liability Company. This firm has 5 employees, of which 4 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Sep 15, 2017.

Charlotte Financial Advisor - Keatley Wealth Management
Charlotte Financial Advisor - Keatley Wealth Management

Keatley Wealth Management, LLC, is a fee-only financial planning firm located in Charlotte, NC. Karen Keatley MBA, CFA, CFP® established the firm to provide superior long-term investment strategies and financial to individuals and families.


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