Keith Mahan (CRD# 2293433) is an Investment Advisor Representative working at Stonecrest Wealth Management, Inc. in Chandler, AZ and has over 31 years of experience in the finance industry. Keith Mahan 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# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kingswood Capital Partners, LLC | Chandler, AZ | Dec 2020 - Current | 3 |
| Stonecrest Wealth Management, LLC | Chandler, AZ | Dec 2020 - Current | 3 |
| Lincoln Investment | Chandler, AZ | Jun 2012 - Dec 2020 | 8 |
| Capital Analysts, Incorporated | Phoenix, AZ | Jul 1992 - Dec 2020 | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1992 |
- AZ
- TX
-
Total Assets Under Management243MILLIONS
-
Total Number of Accounts848ACCOUNTS
-
Average Account Value$286,777
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, FL, GA, LA, TX, WA
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