Peter Keim, financial advisor Marietta OH
93 score

Peter Keim

CRD Number: 1226521
Current Firm: Lincoln Financial Securities Corporation

Peter Keim (CRD# 1226521) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Marietta, OH and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Securities Corp Marietta, OH Mar 2009 - Current 7
Keim Financial Services Worthington, OH Aug 2008 - Current 8
Talaton Group Cleveland, OH Jan 2002 - May 2015 13
Fsc Agency Worthington, OH Aug 2007 - Mar 2009 1
Fsc Securities Corporation Worthington, OH Aug 2007 - Mar 2009 1
Carey & Keim Financial Services Worthington, OH Aug 2007 - Aug 2008 1
Edward Jones Marietta, OH Mar 2005 - Aug 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2005
Contact Info for Peter Keim
Phone Number: 800-258-3648
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    1,541
    MILLIONS
  • Total Number of Accounts
    8,357
    ACCOUNTS
  • Average Account Value
    $184,425
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)
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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