Keith Crockett, financial advisor Idaho Falls ID
90 score

Keith Crockett

CRD Number: 6011148
Current Firm: Transamerica Financial Advisors, Inc.

Keith Crockett (CRD# 6011148) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Idaho Falls, ID and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Legend Seating Company Burley, ID Sep 2014 - Current 2
Advantage Equipment Sales Of Idaho, LLC Burley, ID Jan 2014 - Current 2
Active Captive Management, LLC Irvine, CA Jan 2013 - Current 3
Transamerica Financial Advisors, Inc. Idaho Falls, ID Jan 2012 - Current 4
World Financial Group, Inc. Idaho Falls, ID Dec 2011 - Current 5
Northstar Stucco Burley, ID Mar 1994 - Current 22
Morrison-payne Funeral Home Burley, ID Dec 2010 - Apr 2013 2
Legend Seating Curley, ID Mar 2012 - Aug 2012 < 1
World Group Securities, Inc. Idaho Falls, ID Dec 2011 - Jan 2012 < 1
Priellasprings, LLC Burley, ID Nov 2009 - Nov 2011 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2012
S65 NASAA Investment Advisors Law Examination Mar 2012
Contact Info for Keith Crockett
Phone Number: 727-299-1800
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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