Keith Bookbinder, financial advisor Cincinnati OH

Keith Bookbinder

CRD Number: 1005961
Current Firm: Crown Capital Securities, LP

Keith Bookbinder (CRD# 1005961) is an Investment Advisor Representative working at Crown Capital Securities, LP in Cincinnati, OH and has over 40 years of experience in the finance industry.

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Ubs Financial Services Inc.
Company Name Location Dates Years
Crown Capital Securities, LP Orange, CA Nov 2001 - Current 22
Harbour Financial Group, Inc. Cincinnati, OH Apr 1988 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1983
Contact Info for Keith J. Bookbinder
Phone Number: 714-547-9481
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,223
    MILLIONS
  • Total Number of Accounts
    5,654
    ACCOUNTS
  • Average Account Value
    $216,326
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

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