Robert Keilin (CRD# 5793620) is an Investment Advisor Representative working at Signal Financial Planning, LLC in Issaquah, WA and has 1 year of experience in the finance industry. Robert Keilin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Signal Financial Planning, LLC | Issaquah, WA | Apr 2015 - Current | 9 |
| Harvest Capital Advisors, Inc. | Bellevue, WA | Feb 2010 - Mar 2015 | 5 |
- WA
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Total Assets Under Management12MILLIONS
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Total Number of Accounts44ACCOUNTS
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Average Account Value$266,654
- 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
- Educational seminars/workshops
WA
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