Keith Lohm (CRD# 1516728) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Corapolis, PA and has over 37 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 5335512
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Allstate Insurance Company | Pittsburgh, PA | Apr 2021 - Current | 3 |
| Gbu | Canonsburg, PA | Jan 2000 - Current | 24 |
| Self Employed | Canonsburg, PA | Oct 2019 - Mar 2021 | 1 |
| Citizens Securities, Inc. | Pittsburgh, PA | Mar 2018 - Oct 2019 | 1 |
| Lpl Financial LLC | Bridgeville, PA | Oct 2017 - Mar 2018 | < 1 |
| Northwest Advisors, Inc. | Bridgeville, PA | Oct 2013 - Mar 2018 | 4 |
| Northwest Savings Bank | Bridgeville, PA | Oct 2013 - Mar 2018 | 4 |
| Cetera Investment Services LLC | St.cloud, MN | Dec 2013 - Aug 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1986 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
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- PA
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Total Assets Under Management62MILLIONS
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Total Number of Accounts189ACCOUNTS
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Average Account Value$328,756
- Other
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