Keith VeresCRD Number: 6287321
Current Firm: Hbks Wealth Advisors
Keith A. Veres, CPA, CGMA (CRD# 6287321) is the Director of Corporate Finance and a Principal working at HBK CPA's & Consultants. Keith is also an Investment Advisor Representative working at Hbks Wealth Advisors in Fort Myers, FL and has over 2 years of experience in the finance industry.
Hbks Wealth Advisors
Aci Wealth Advisors
|Hbks Wealth Advisors||Ft. Myers, FL||Aug 2014 - Current||2|
|Scura Paley Securities LLC||New York, NY||Jan 2014 - Current||2|
|Hill, Barth & King LLC||Fort Myers, FL||Sep 1991 - Current||25|
|Exam Code||Name||Passed Date|
|S79||Investment Banking Representative Examination (IB)||Feb 2014|
|S63||Uniform Securities State Law Examination||Jun 2014|
|S65||NASAA Investment Advisors Law Examination||Oct 2014|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management1,836MILLIONS
Total Number of Accounts6,823ACCOUNTS
Average Account Value$269,095
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription 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)
- Publication of periodicals or newsletters
AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA
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