Keith Singer (CRD# 2793302) is an Investment Advisor Representative working at Singer Wealth Advisors LLC in Boca Raton, FL and has over 26 years of experience in the finance industry. Keith Singer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Singer Wealth Advisors, LLC | Boca Raton, FL | Apr 2021 - Current | 3 |
Insured Returns LLC | Boca Raton, FL | Feb 2006 - Current | 18 |
Keith Singer P.a. | Boca Raton, FL | Aug 2003 - Current | 20 |
Singer Wealth Advisors, Inc. | Boca Raton, FL | Apr 2014 - Mar 2021 | 6 |
Investacorp Advisory Services | Miami, FL | Jul 2016 - Apr 2018 | 1 |
Investacorp Inc. | Miami, FL | Aug 2015 - Apr 2018 | 2 |
Kovack Securities, Inc. | Fort Lauderdale, FL | Feb 2014 - Aug 2015 | 1 |
Argentus Advisors, LLC | Dallas, TX | Oct 2006 - Jan 2015 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1997 |
S65 | NASAA Investment Advisors Law Examination | Jul 2000 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- GA
- LA
- NJ
- NY
- PA
- TX
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Total Assets Under Management425MILLIONS
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Total Number of Accounts1,442ACCOUNTS
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Average Account Value$294,449
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, FL, GA, LA, NJ, NY, PA, TX
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