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.
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
CRD# 1002352
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hbks Wealth Advisors | Ft. Myers, FL | Aug 2014 - Current | 9 |
| Hill, Barth & King LLC | Fort Myers, FL | Sep 1991 - Current | 32 |
| Scura Paley Securities LLC | New York, NY | Jan 2014 - Dec 2022 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2014 |
| S63 | Uniform Securities State Law Examination | Jun 2014 |
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Total Assets Under Management5,570MILLIONS
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Total Number of Accounts17,566ACCOUNTS
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Average Account Value$317,105
- 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, WY
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