Keith VargoCRD Number: 2027358
Current Firm: Carnegie Investment Counsel
Keith Vargo (CRD# 2027358) is an Investment Advisor Representative working at Carnegie Investment Counsel in Cleveland, OH and has over 28 years of experience in the finance industry.
Lpl Financial LLC
Independence Capital Company, Inc.
The Center For Eldercare Finance
|Carnegie Investment Counsel||Cleveland, OH||Oct 2017 - Current||5|
|Midwest Investment Managment LLC||Cleveland, OH||May 2011 - Dec 2017||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1994|
Total Assets Under Management3,470MILLIONS
Total Number of Accounts6,883ACCOUNTS
Average Account Value$504,190
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV
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