Keith Beggs, financial advisor Beachwood OH

Keith Beggs

CRD Number: 6317578
Current Firm: Mgo One Seven

Keith Beggs (CRD# 6317578) is an Investment Advisor Representative working at Mgo One Seven in Beachwood, OH and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Mdrn Capital, LLC Cypress, TX Feb 2024 - Current < 1
Athlegacy Cypress, TX Jan 2024 - Current < 1
Steadfast Insurance Solutions Houston, TX Feb 2022 - Current 2
Mgo One Seven Cypress, TX Nov 2022 - Feb 2024 1
Steadfast Finanacial Planning, LLC Houston, TX Jun 2016 - Dec 2023 7
Baron Financial Advisers, LLC Spring, TX May 2018 - Jun 2020 2
212 Advisory Group, LLC Houston, TX Aug 2016 - May 2018 1
Regal Investment Advisors LLC Houston, TX Mar 2015 - Jun 2016 1
Insurmark Houston, TX Jan 2007 - Jun 2016 9
Bright Owl Investment Advisors Houston, TX Jun 2014 - Dec 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2015
Contact Info for Keith S. Beggs
Phone Number: 216-865-1700
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,430
    MILLIONS
  • Total Number of Accounts
    10,151
    ACCOUNTS
  • Average Account Value
    $239,369
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WV

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