Keith Housum (CRD# 5024115) is an Investment Advisor Representative working at Northcoast Research Partners, LLC in Cleveland, OH and has over 15 years of experience in the finance industry.
CRD# 5069849
Strategic Wealth Partners, Ltd.
CRD# 2820363
Edward Jones
CRD# 1949220
Tyler-stone Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northcoast Research Partners LLC | Cleveland, OH | May 2009 - Current | 15 |
| Ancora Securities Inc. | Cleveland, OH | May 2009 - Jun 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2008 |
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
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- OH
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Subscription fees (for a newsletter or periodical)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
OH
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