Kevin Keith, financial advisor Lebanon PA

Kevin Keith

CRD Number: 1453981
Current Firm: Hightower Advisors, LLC

Kevin Keith (CRD# 1453981) is an Investment Advisor Representative working at Hightower Advisors, LLC in Lebanon, PA and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Hightower Securities, LLC Lebanon, PA Oct 2017 - Current 6
Hightower Advisors, LLC Lebanon, PA Oct 2017 - Current 6
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lebanon, PA Mar 1995 - Oct 2017 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
S65 NASAA Investment Advisors Law Examination Sep 1995
Contact Info for Kevin R. Keith
Phone Number: 312-962-3800
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    105,230
    MILLIONS
  • Total Number of Accounts
    144,757
    ACCOUNTS
  • Average Account Value
    $726,944
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • 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, VT, WA, WI, WV, WY

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