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Keith leads a team of 14 Financial Advisors in the Mid-South Region for TDIS-US, coaching and managing sales and business development activities, as well as partnership routines in collaboration with their retail banking partners to provide investment/financial advice for customers and prospects. He also supervises his FAs in all aspects of compliance to FINRA and Firm rules, regulations, policies and protocols. Prior to joining TD Wealth Keith held various positions in the financial industry including advisor, sales management, and program leadership roles. Before starting his career in the financial industry, Keith was a college basketball coach for 8 years and draws extensively on these same coaching principles in leading the Mid-South FA Team at TD Wealth.
Td Wealth
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Financial Advisor ManagerTd Wealth Mar 2021 - PresentGreenville, Sc
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Market Director For Northern New Jersey, SvpSantander Investment Services Jun 2017 - Mar 2021200 Park Avenue Suite 100, Florham Park, Nj 07932Phone: 973-549-2665Email: keith.walker@santanderinvestments.com Keith leads a Team of 15 Financial Consultants in Northern NJ, coaching and managing sales and business development activities, as well as partnership routines in collaboration with their retail banking partners to provide investment advice for customers and prospects. He also supervises his Financial Consultants in all aspects of compliance to FINRA and Firm rules, regulations, policies and protocols.Securities and advisory services are offered through Santander Investment Services, a division of Santander Securities LLC. Santander Securities LLC is a registered broker-dealer, Member FINRA (www.FINRA.org) and SIPC (www.SIPC.org) and a Registered Investment Adviser. Insurance is offered through Santander Securities LLC or its affiliates.NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT A BANK DEPOSITThis communication is strictly intended for individuals residing the states of AL, AZ, CA, CO, CT, DE, FL, GA, IL, ME, MD, MA, MI, NH, NJ, NY, NC, OH, PA, RI, SC, TN, TX, UT, VT, VA, and PR. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.
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National Director Of BusinessSantander Investment Services Jun 2016 - May 2017Greater Boston AreaKeith led the business development activities for Santander Investment Services in the Northeast Division working with Market Directors and Investment Services Assistants across the SIS network, supporting their efforts to manage and coach over 175 Financial Consultants in the growth of their Investment Services business.
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National Director Of SalesFirst Citizens Investor Services, Inc. Mar 2016 - Jun 2016Raleigh-Durham, North Carolina Area
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PresidentFirst Citizens Investor Services, Inc Jun 2004 - Feb 2016Raleigh, NcKeith joined First Citizens Investor Services, Inc (FCIS), a subsidiary of First Citizens Bank, in 2004 as a Regional Sales Manager and served as President of the firm from April 2013 through February 2016. His responsibilities included oversight of a growing regional bank brokerage firm with 42 Financial Advisors, approximately $5 billion in AUM and over $30 million in 2015 revenues. During his time with the Firm, annual revenues grew from $16 million to over $30 million with assets in the fee baed managed account program having grown from $75 million to over $560 million, representing 26% of top line revenues. -
Regional Sales ManagerBb&T Investment Services, Inc. Jan 2002 - Jun 2004Pinerhurst, NcLead, Coached and Managed an investment services sales Team of 18 registered representatives with just over $1 billion in AUM and annual revenues exceeding $10 million. -
Financial ConsultantFirst Citizens Investor Services, Inc Dec 2000 - Jan 2002Morganton, Nc
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Investment ConsultantBb&T Investment Services, Inc. Jan 1997 - Dec 2000Newton, Nc
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Financial AdvisorEdward Jones Nov 1995 - Dec 1997Asheville, Nc
Keith W Walker Skills
Keith W Walker Education Details
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Bachelor’S Degree -
General Studies
Frequently Asked Questions about Keith W Walker
What company does Keith W Walker work for?
Keith W Walker works for Td Wealth
What is Keith W Walker's role at the current company?
Keith W Walker's current role is Financial Advisor Manager at TD Wealth.
What is Keith W Walker's email address?
Keith W Walker's email address is keith.walker@td.com
What is Keith W Walker's direct phone number?
Keith W Walker's direct phone number is (919) 716*****
What schools did Keith W Walker attend?
Keith W Walker attended Mars Hill University, University Of North Carolina At Chapel Hill.
What skills is Keith W Walker known for?
Keith W Walker has skills like Banking, Wealth Management, Portfolio Management, Credit, Sales, Sales Management, Loans, Investments, Relationship Management, Insurance, Mutual Funds, Cross Selling.
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