Marcy Keeling has been an investment adviser representative at First Advisors National since September 2026, and is not listed among the firm’s executive officers or direct owners.
First Advisors National, LLC is an Atlanta, GA firm with $506M under management, 4,858 clients and 64 advisers across 63 offices, as of its March 2026 filing.
- First Advisors National, LLCCurrent– present · under a yearLake Helen, FL · Adviser representative · Firm CRD 166212
Investment adviser representative registrations
Marcy Keeling is registered as an investment adviser representative in Florida, since September 2026.
- FloridaSince 30 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 July 2026 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 November 2024 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 23 September 2024 |
| SIE | Securities Industry Essentials Examination | 1 July 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Marcy Leigh Keeling
- CRD
- 7982475
- Firm
- First Advisors National · CRD 166212
- Office
- Lake Helen, FL
- Registration
- Investment adviser registration
- In the industry since
- September 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Marcy Keeling work?
Marcy Keeling is an investment adviser representative registered through First Advisors National, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Marcy Keeling a financial advisor?
Yes. Marcy Keeling has a current investment-adviser registration in Florida, through First Advisors National since September 2026.
How many years of experience does Marcy Keeling have?
Marcy Keeling has 2 years in the financial industry, since September 2024, across 1 adviser firm.
What exams has Marcy Keeling passed?
Marcy Keeling has passed 4 licensing exams: the SIE, Series 6TO, Series 63 and Series 65. The earliest, the SIE, was passed in July 2024.
Where is Marcy Keeling based?
Marcy Keeling’s registered office is in Lake Helen, FL.
Is Marcy Keeling registered with FINRA?
No. Marcy Keeling has no current broker registration.
How can I verify Marcy Keeling’s record?
Search CRD 7982475 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Marcy Keeling’s full registration record.
